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Add note to multiple entries

New Member
Posts: 1
Country: United Kingdom

Add note to multiple entries

Hi I am new to ACT and would appreciate some help.  Is there any way of adding one new note to multiple entries?  We do mailshots and then have to update the ACT records with a note "mailshot sent xxxxx"  We have nearly 3,000 records and by copying and pasteing is taking an awful long time.

 

Thanks

C

Copper Super Contributor
Posts: 28
Country: India

Re: Add note to multiple entries

Hi,

 First of all take a backup of the database before doing such major changes to the database. If you want to know how to take a backup of the database follow the link How to Back Up and Restore an ACT! Database. Then try following the link "How to Record a History Item for Multiple Contacts". but instead of choosing "Record History" try choosing "Insert Note" and see if that helps you. Smiley Happy