Visma Advisor
Mark checkpoints as completed for several customers at the same time
With the Mass update function, you can easily update information for several customers at the same time. You can select to mass update Mark as completed, Inactivate checkpoints and Set due date. The procedure for mark checkpoints as completed is described below.
- Select Checklists in the main menu.
- Select a checklist.
- Make your selections, for example Employee or Company type.
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 Mass update
icon and select Mark as completed. - Under the Select tab, select the customers to be updated.
- Select Next.
- Under the Update tab, select the checkpoints you want to make changes to by marking the checkbox.
Today's date will be displayed in the Completed field. You can change this 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.
