In August, we improved Individual Record management with bulk Rx Collect sending, bulk updates for Type and Status, and saved filters on the search page. We also added Call Queue functionality and height and weight fields to Individual Records.
8/21/2025 - Individual Record Enhancements
Bulk send Rx Collect requests
Updated Individual Search is now the default
Bulk update from Individual Search
Save filters on the Individual Search page
Add Individual Records to call queues
Height and weight fields added to Individual Records
8/21/2025 - Individual Record Enhancements
Bulk send Rx Collect requests
You can now send Rx Collect Requests in bulk using Individual Advanced Search. Learn more.
Updated Individual Search is now the default
The new Individual Search is now the default experience. You can still switch back to the legacy version if needed. Learn more.
Bulk update from Individual Search
You can now bulk update the Individual Type and Status and add or remove Individual Records to call queues from the Individual Search page. Learn more.
Note: This feature is only available on the updated Individual Search page.
Save filters on the Individual Search page
You can now save your filter selections to quickly reuse them later on the Individual Search page. Learn more.
Add Individual Records to call queues
You can now add Individual Records to call queues. Learn more.
Height and weight fields added to Individual Records
You can now enter height and weight on Individual Records. This information is included when:
- Converting a Sales Record to an Individual Record
- Creating a Sales Record from an Individual Record