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Mass update activities
Mass update activities

Save time and update a lot of activities at once

Updated over 2 years ago

It is possible to edit several activities at once from the list of activities in webCRM. If, for example, you want to change the person responsible for a number of activities, this can be done easily and directly from the list. Here is how to do this:

  1. When you are on the list of activities, click Select

  2. Next, put a checkmark next to the activities that you want to edit and click the Edit button

  3. In the new popup window, you have the option to change Responsible, Action, Statues, Date or add something to the log.

    If you want to update hundreds or thousands of entities this can be done via a report. This video shows how to do this:


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