Success

I think there are two specific ideas here:

Idea #1 Adding a custom service that you've marked as common retrospectively to the selected client type

The example here would be the one Erin has given. So I create a new service called "Annual Accounts Express", tag it to apply to all Limited Companies and tag it as a Common service. Now I want the platform to automatically add this service to all my existing Limited Companies.

Idea #2 Taking an action of some sort on multiple clients (or jobs or services) at the same time

The example here would be the one Pamela has given. So I am looking at a list of clients and I want to add the same service to a specific selection of clients that I choose.

Idea #2 will be covered by the work we are doing on bulk operations in the Insights grid. I will publish some design detail once we've finalised it. It would work something like this:

Let's say that I have some clients who use Xero and some who use Quickbooks and I decide to offer a Quarterly Health Check service for each...

1. I tag my Xero clients with "Xero" and the Quickbooks clients with "QBO"
2. I create an insight called "Xero users" which is basically clients who have been tagged as "Xero" and the same thing for Quickbooks clients
3. I open by insight results, select a few rows and then add my "Quarterly Health Check" service to them

Expanding this example, we would include other actions for example:

• Add the same note to multiple clients in one go
• Post the same message nee email to multiple clients in one go (like a mail merge)
• Set the status of multiple jobs to Completed in one go

Idea #2 covers a lot of scenarios (!!) so that's why we are doing it first.

Idea #1 is quite specific and there's a lot to think about in terms of what might go wrong. For example, what if you changed your mind? 

Let's see what everyone thinks but bulk operations in the Insights grid is already being designed. We need it for Inbox anyway.