Add notes to multiple contacts or companies at once
I would like to be able to add notes to multiple contacts/companies/individuals at once. We occasionally have multiple customers attend the same meeting. It would be great to highlight all of those customers, and add a manual note and be able to input the information from the meeting.
12
votes
Daniel Jordan
shared this idea
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Robbie Brand - Collier Pickard commented
One feature of Global Edit is to add a Note, this would do what you want.
This feature can be found on the Edit Menu.
This is an administrator/super user feature and would normally be disabled in the user access rights because it has the potential to be destructive if used incorrectly.