Visma Advisor
Editing basic information 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 editing basic customer information is described below.
- Go to Customers .
- Click the icon and select Edit basic information.
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 select the changes to be updated.
- Make your changes.
- 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.
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Adding task for several customers at the same time |
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Editing task for several customers at the same time |
