We’re pleased to announce the new Bulk Edit Actions feature in Mercury Nexus CRM, designed to make task management faster and more efficient. This update introduces the ability to perform bulk edits on tasks, allowing you to delegate, set priorities, and update due dates for multiple tasks in one go—saving time and improving workflow efficiency.

Key Bulk Actions:

• Delegate Tasks: Assign or reassign tasks to team members effortlessly by selecting multiple tasks at once, streamlining workflows and collaborations.
• Set Priorities: Adjust the priority of selected tasks to ensure high-impact items receive the attention they require without individual updates.
• Update Due Dates: Easily modify due dates on selected tasks to keep timelines accurate and organized across the board.

How It Works:

1. Access Bulk Edit

   • Go to the Tasks section in your CRM.
   • Select the tasks you want to update by clicking on each row.
     Note: Selecting multiple tasks can be done by holding the Ctrl (Command key on Mac) and clicking on the rows.
   • Click on the “Bulk Edit” button at the top of the tasks table.

2. Select Your Action

   • Choose to update the delegate, priority, or due date.
   • Specify whether to apply changes to all tasks or just the tasks you have selected.

3. Confirm and Complete

   • Review changes via the confirmation popup.
   • Confirm to apply, and updates will process in the background. You’ll be notified when complete.

Note: Bulk Edit changes are irreversible. For large task groups, updates may take a moment to reflect.

This enhancement aligns with our ongoing commitment to provide you with tools that drive efficiency. By enabling bulk updates, Nexus CRM allows for quicker, more organized task management, helping you focus on priorities and maintain momentum.