Community
Showing results for 
Search instead for 
Do you mean 
Reply

Adding Notes to multiple contacts

Accepted Solution Solved
New Member
Posts: 7
Country: United States
Accepted Solution

Adding Notes to multiple contacts

I'm wondering if their is a way to add a specific note to multiple contacts without having to do it individually.  Is there an easy way to do this?

Accepted Solutions
Solution
Accepted by topic author aamodt22
‎09-25-2015 03:20 AM
Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Adding Notes to multiple contacts

Assuming ACT! 2008/2009:

 

Create a Lookup you want the Note added to

Open the Create Note dialog

Click  the buttong "Contact"

Change Select From to  "Current Lookup"

Click the add all button ">>"

Click OK

 

When you save the Note, it will be seen for all those contacts

View solution in original post


All Replies
Nickel Contributor
Posts: 493
Country: USA

Re: Adding Notes to multiple contacts

aamodt22,

 

Yes, you'll have to do it through Group Notes by creating the group and hitting the Notes Icon on the menu list or you'll have to do a lookup using a field of choice and then highlighting all the contacts in the contact list and then hit the Notes Icon at the top on the menu.

Solution
Accepted by topic author aamodt22
‎09-25-2015 03:20 AM
Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Adding Notes to multiple contacts

Assuming ACT! 2008/2009:

 

Create a Lookup you want the Note added to

Open the Create Note dialog

Click  the buttong "Contact"

Change Select From to  "Current Lookup"

Click the add all button ">>"

Click OK

 

When you save the Note, it will be seen for all those contacts