Max Evert

1. Community
2. BOLD
3. Front Office Rate Changes: 2 Minute Use Case and Feature Spotlight

Thank you for sharing your insights, Evelyn! While your approach may work in certain situations, I would advise against it for rate changes made after the placement has started. Using the Mass Upda...

• View comment
• Created May 01, 2024 18:52
• 1 vote

1. Community
2. BOLD
3. Front Office Rate Changes: 2 Minute Use Case and Feature Spotlight

Hello Hannah! Thanks for attending the webinar! As far as your question goes, if you have put in the incorrect amount when creating a rate change, you won't be able to edit it while the extension i...

• View comment
• Edited April 30, 2024 21:08
• 1 vote

1. Community
2. BOLD
3. Duplicate Activities when emails have multiple recipients

Thanks for posting, Debby — welcome to the Community! The forum is more active than it might appear at first glance. There are actually over 30 posts here, and a few client discussions within the l...

• View comment
• Created April 10, 2026 16:27
• 0 votes