You can now push meeting summaries to multiple contacts in Equisoft, at the same time.
This update makes it easier to log conversations across joint accounts, family members, or multiple stakeholders without repeating the export process.
What’s New
Multi-select contact export
When exporting a meeting summary to Equisoft, you can now search and select multiple contacts in a single action.Live selection visibility
Selected contacts are clearly displayed at the top of the modal. You can easily remove anyone before confirming.One action, multiple records updated
Once confirmed, Bloks pushes a copy of the meeting notes to each selected contact’s record in Equisoft automatically.
How It Works
Select Export to Equisoft from your meeting summary.
Search for contacts in the People tab.
Select one or multiple individuals.
Review selected contacts at the top of the screen.
Click Push — each Equisoft record receives its own copy of the meeting notes.
Why This Matters
Ideal for joint client meetings
Faster documentation for family accounts
Cleaner workflow for shared relationships
Eliminates duplicate exports
This enhancement reduces friction and ensures every relevant contact record stays complete and up to date—with a single click.