byondpro Configuration
& Processing Guide
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Batch CR Task

 
Another tool available for the creating and completing of tasks is the Batch CR Task tool. This tool will allow you to create and complete tasks in bulk.
 
From the home screen, you can click on the tile under the Person’s category labelled Batch CR Tasks.
 
 
 Alternatively, under My CRM on the toolbar, choose the Batch CR Tasks option.
 
 
 
The Batch CR Task screen looks as per below with multiple fields to search for the cremated remains you will be creating new tasks for or completing tasks on.
 
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