Visma Advisor
Adding task for several customers at the same time
With the Mass update function, you can easily update several customers at the same time. Click the 
icon in order to choose between Edit basic information, Edit task or Add task. The procedure for adding a task is described below.
- Go to Customers .
- Click the icon and select Add task.
A guide will open and you follow the steps in order to make your selections.
- Under Select, select the customers to be updated.
- Select Next, in order to add tasks that should be updated in the appearing Add task step.
When selecting a task, it will show more information. You need to enter Task owner and you can enter participants and a description.
- Select Next. In the appearing Add pricing step, you enter the pricing for the tasks.
- Select Next. In the appearing Confirm step, your updates will be visible.
- Select Confirm to confirm the customer update. In the appearing Summary step, your updates will be visible.
- Select Print to print out summaries of the updates.
Related topics
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Editing task for several customers at the same time |
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Editing basic information for several customers at the same time |
