Visma Advisor

Editing task for several customers at the same time

With the Mass update function, you can easily update several customers at the same time. The procedure for editing a task is described below.

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 tasks to be updated in the appearing Edit task step.
Make your changes.

You can change the Task owner and add or delete participants from the task.

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.

Work smarter

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