Visma Advisor
Set due date on a checkpoint for several customers at the same time
With the Mass update function, you can easily update information for several customers at the same time. The procedure for set a due date for a checkpoint is described below.
- Select Checklists in the main menu.
- Select a checklist.
- Make your selections.
Remember that you can also make the selection at column level. You do this by writing in the search field at the top of the column. The selections you make will determine which customers that are included in the mass update.
- Click on the Mass update
icon and select Set due date in the dropdown list. - Under the Select tab, select the customers to be updated.
- Select Next.
One, twelve or 52 checkpoint periods are shown in the list, depending on the period type of the task (calendar/financial year, month or week). Select the alternative relevant to you:
Yearly task
- Select the checkpoint you want to update.
- Mark the period you want to add a due date for.
- Enter a due date.
- Select Next. In the appearing Confirm tab, your pending updates are displayed.
- Select Confirm to confirm the updates. Your updates are displayed in the Summary tab.
- Select Print to print out summaries of the updates.
Monthly task
- Select the checkpoint you want to update.
If you do not want to add due dates manually, you can set an interval for the due dates of the checkpoint.
-
Select the First active month for the interval and enter Frequency.
- Enter a due date under Date for Due date.
- Select Update to refresh the page.
- Select Next. In the appearing Confirm tab, your pending updates are displayed.
- Select Confirm to confirm the updates. Your updates are displayed in the Summary tab.
- Select Print to print out summaries of the updates.
Weekly task
- Select the checkpoint you want to update.
If you do not want to add due dates manually, you can set an interval for the due dates of the checkpoint.
- Select First active week and enter Frequency.
- At Day for Due date, you make sure that the Due date always occurs on the same day of the week.
- Click on Update to refresh the list.
- Select Next. In the appearing Confirm tab, your pending updates are displayed.
- Select Confirm to confirm the updates. Your updates are displayed in the Summary tab.
- Select Print to print out summaries of the updates.
