Batch Notes onto Contact records
closed
Kat Colón, CSM
If you could just make a feature that I can make a "note" and it could be copied to all my clients instead of having to pull each client up, one by one and type individual notes, it would be nice if I could pull up a list of my clients, make one note and it could be auto-copied to all.
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Andrew Smith
closed
M
Marcus Ashley
I've also requested this idea a few times. It would be great if possible. We send thousands of Christmas cards per art consultant come the holidays and we have to sit around and manually type notes in each contact. It would be great if we could bulk edit add note to remedy this time spent.