When you make personnel changes or add a new process to your business, going through each individual client record to update them can be time consuming. Mercury Nexus saves you the hassle, with a bulk assign feature that allows you to update multiple records in seconds.
How to reassign tasks in bulk
You can reassign multiple tasks at once to another Mercury Nexus user.
Open the main CRM Tasks section
Use the Filters to view the Tasks you would like to reassign
Select the Tasks you would like to reassign
Click on Bulk Edit
Click on Delegate
Select Assign to selected or All tasks and click on Next. Note: Selecting All will apply the change to every task record in your database
Use the Delegate drop down to select the new assignee
Click on Next
Click on Confirm & Update
Note: If the user who you are reassigning tasks from is Inactive, they will not appear in the filter for delegate. Temporarily enable the account prior to reassigning the tasks.