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Right now, a system administrator needs to create a virtual rule and then apply it to each account individually. A single rule may need to be applied to dozens or hundreds of accounts. If the UI could be updated so that we could select all relevant accounts and apply the rule once, it would save a tremendous amount of time. Alternatively, if it's easier to create a bulk upload template that would also help. Anything that would make this less manual would save a tremendous amount of time and make virtual accounts far more useful.
Idea priority | High |
Needed By | Month |
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as part of this functionality, should also be able to bulk upload notes to the newly created virtual accounts so an explanation of why the virtual data rule is being applied is clearly auditable.