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Bulk Edit Customer Recurring Serivces

ACooper
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

I am needing to revise our memberships with some recurring services that were set up initially incorrectly. Is there a way to bulk edit all active members with particular recurring services or additional ones? I am trying to streamline the new services we add and do not know how to get all 5k members accounts up to date! 

Aly Cooper
Dilling Services
1 ACCEPTED SOLUTION

Sheena_Palacios
ServiceTitan Certified Provider
ServiceTitan Certified Provider

Hey @ACooper -- I don't believe that bulk editing of recurring services is currently an option, but it sounds like a great suggestion to post on the ideas page and reshare here for us to upvote. My recommendation is to contact your CSM team and request a data task to complete this for you under your specific guidelines!

Sheena @ NiFT

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3 REPLIES 3

Sheena_Palacios
ServiceTitan Certified Provider
ServiceTitan Certified Provider

Hey @ACooper -- I don't believe that bulk editing of recurring services is currently an option, but it sounds like a great suggestion to post on the ideas page and reshare here for us to upvote. My recommendation is to contact your CSM team and request a data task to complete this for you under your specific guidelines!

Sheena @ NiFT

ACooper
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

Thank you!

Aly Cooper
Dilling Services

Sheena_Palacios
ServiceTitan Certified Provider
ServiceTitan Certified Provider

Anytime, Aly! @ACooper 

Sheena @ NiFT