Skip to main content
Mitratech Success Center

Client Support Center

Need help? Click a product group below to select your application and get access to knowledge articles, webinars, training content, and release notes or to contact our support team.

Authorized users - log in to create a ticket, view tickets status and check your success plan details.

 

Completion of Multiple Actions in a Singular Transaction

  1. Last updated
  2. Save as PDF

Goal

This article will demonstrate the ability to complete of multiple Actions as a bulk operation, as opposed to having to complete each action on an individual basis. After completing this how-to you will have ...

First Step

Within the Action module, go to the Action List

Second Step

Click on the cog wheel within the register on the far right of the screen and ensure ‘Multi Select’ is checked. This will allow the ability to select multiple Actions as per the checkboxes on the far left of the screen.

clipboard_e81245a2cc6b9afb1e17f0292b9a7f21b.png

clipboard_e6a2d9bae812d12ca44f54360a06febd2.png

 

Third Step

Select the checkboxes for the Pending Actions that are to be completed within one transaction. Upon selection of each checkbox, a menu bar at the bottom of the screen will appear.

 

clipboard_e234b50b24ccd3565b79f4dc05f5686be.png

 

Fourth Step

From the bottom menu bar, select ‘Complete’. You may be required to confirm your intentions and also provide any mandatory information that is required for completion.

 

clipboard_e941ead51b0390495fe0f29f9298ab0fc.png

clipboard_e57482436782b346f9bde67fa184120bc.png

 

Fifth Step

As you can see from the screenshot below, the 2 actions that were selected in step 3 have had their status updated to Complete.

clipboard_eb16ad4e26b2e9848fb9092fa37908de4.png