When managing multiple customer accounts with Promise to Pay commitments, you may need to update due dates for several tasks simultaneously.
The bulk edit feature allows you to modify promise to pay dates across multiple tasks at once, saving time and ensuring consistency in your collections workflow.
The updated dates will be reflected in each customer's promise to pay record.
Steps to Bulk Update Promise to Pay Due Dates
Navigate to Collector Tasks
From the left sidebar, click on Collector Tasks
Select the Tasks to Update
Use the checkboxes on the left side of each task row to select the tasks you want to update
Open Bulk Actions
Click the Bulk action button in the top-right corner of the task list
Choose Bulk Edit
In the bulk actions menu, locate the Bulk edit section
From the "Property to update" dropdown, select Due date
Set the New Date
Use the date picker to select your new promise to pay due date
Enter the date in the format DD/MM/YYYY or use the calendar picker
Apply the Update
Click the Update button to save your changes
The new due date will be applied to all selected tasks
Verify the Changes
Review your task list to confirm the due dates have been updated
The promise to pay date for each affected customer will now reflect the new date