Support Help

Mass Actions

You can perform a mass update,change owner or mass delete. To perform a mass action, do the following:

  1. In the Tasks Home page, select multiple Tasks using the check box.
  2. Click Update.
    • In the Mass update window, select the Field to Update and provide a New value.
    • Click Save.
  3. Click Delete.
    • Click OK to the confirmation message.
  4. Click Change Owner.
    • Select an agent as New Owner.
    • Click Save.