Adding new attorneys to clients

I want to add two new people's rates to all of my clients.  I am trying not to have to do it manually as I have over 200 clients.  Can anyone help me with that?

  • Looks like you are using Sage Timeslips, so I will move this post to that Support Group.

    Thanks,
    Derek
  • That's a very difficult one to give you an answer to without knowing more about how you have set up your rate rules.

    The default rates for clients can pull from 60 possible rate sources (20 from the Timekeeper, 20 from the Client, and 20 from the Activity). Since I know know how you have set yours up, it is difficult to tell you how to change it easily.