Ideas & Enhancements

Neos | Add the ability to add providers and parties to mailing lists in bulk.

We would like to be able to add parties and providers to the new mailing lists in bulk. We are aware you can do so using cases, but this is still on a case by case basis. Our firm has thousands of parties and providers, so this process would be slow. A way to select in bulk from a list is needed.

  • Guest
  • Nov 4 2022
  • Attach files
  • Guest commented
    23 Jan 16:22

    Also, being able to add someone to more than one list at a time would be very helpful!

    Currently, even if someone belongs on three mailing lists, you have to complete the process for each mailing list. I tried using shift to select all the applicable mailing lists, but it only adds to one.

  • Guest commented
    November 13, 2023 15:59

    We recently signed up for the mail chimp integration. Being able to add parties, and etc in bulk to a managed mailing list is key. We were looking forward to using the mail chimp integration for our monthly mailers such as Birthday's, Holiday's etc however we can only add each item one by one and for a mailing list that has over 300+ people this is very time consuming. Please add in future release. The bulk upload functionality should be a feature in all areas of this application where multiple clients/cases have to be considered.