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Can emails be sent to all clients in bulk?
Can emails be sent to all clients in bulk?
Bulk email sending is not supported. For this functionality, consider using a dedicated mail automation service like Mailchimp.
How can client requirements, such as Manual Billing required, Reporting Requirement Notes etc, be set in bulk for clients?
How can client requirements, such as Manual Billing required, Reporting Requirement Notes etc, be set in bulk for clients?
Any information on existing clients can be updated in bulk via the CSV Data Importer. To learn more, please review How to update existing data via Uptick CSV Data Importer.
What happens to existing tasks when a client is changed on a property?
What happens to existing tasks when a client is changed on a property?
When a property is assigned to a new client, all existing tasks generated before the change will retain the previous client’s information. This also applies to the Customer Portal.
How should large clients be structured in Uptick for better management?
How should large clients be structured in Uptick for better management?
Use a structured hierarchy to control access and streamline management:
Clients are individual property managers or OC managers with their own portal, accessing only their assigned properties.
Client Groups represent a state or regional division, allowing senior managers to view all properties within their group on the Customer Portal.
Parent Client Group manages multiple Client Groups and provides access to all properties on the Customer Portal.
