Now you can complete multiple tasks at once, speeding up your workflow and making your team more efficient.
Now you can perform an action on multiple people, organisations and requests at once. You'll be familiar with this concept from managing your email inbox. It's easier and more efficient to multi-select a number of emails to delete or archive, rather than going into each individually.
This new functionality in Amiqus will allow your team to work faster, more efficiently and with more control.
Our support team have been testing this on your behalf for a few weeks now:
"It'll make clients' lives a lot easier day to day, saving them time and effort."
Need help? Our help articles have been updated to guide you through the process.
Ways you can use it
Run a complete employee audit exercise ahead of Brexit
Onboard multiple new employees at once
Speed up your annual rechecking process
Organise your client base by archiving all inactive clients at once
Tidy up all expired requests
Import multiple people into Amiqus at once
How it works
The main change you'll notice in Amiqus is that primary lists of people, organisations and requests will now have a check box to the left hand side. This will allow you to multi-select all items on the page or individual rows as needed. You can then pick an action to perform on the selected items.
Actions you can choose for multiple:
People
Sending a request
Archiving and unarchiving
Deleting
Organisations
Archiving and unarchiving
Requests
Expire
Extend by 10 days
Archiving and unarchiving
Help articles
If you're an Amiqus user, these help articles will guide you through the process: