Allow Individual Receiving of Sub-Accounts sent as a Bulk Sub-Account Transfer
S
Stacy Raske
Please allow the Agency Owner to indivually accept sub-accounts into the Agency from a Bulk Transfer. Right now, we can only Accept ALL which makes it difficult to coordinate with clients on availability to reintegrate things and log into our new Agency. If we could accept individually, we can schedule the transfer and optimize the experience for minimal downtime of systems for clients.
Log In