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Putting the same note in several records

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Copper Contributor
Posts: 24
Country: Canada
Accepted Solution

Putting the same note in several records

Is there anyway to have act put the same note in several contact records at once rather than having to retype the same note over and over?

Accepted Solutions
Solution
Accepted by topic author kwalker
‎09-25-2015 03:20 AM
Silver Elite Contributor
Posts: 3,305
Country: United_Kingdom

Re: Putting the same note in several records

There sure is..

 

When creating a note click the Contact... button, top right, then select the contacts to which you would like to attach the note.

 

Jeff

Jeff Granger
UK ACT! Specialist and Trainer

ACT Training Throughout The UK
www. bigbluemarketing.co.uk

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All Replies
Solution
Accepted by topic author kwalker
‎09-25-2015 03:20 AM
Silver Elite Contributor
Posts: 3,305
Country: United_Kingdom

Re: Putting the same note in several records

There sure is..

 

When creating a note click the Contact... button, top right, then select the contacts to which you would like to attach the note.

 

Jeff

Jeff Granger
UK ACT! Specialist and Trainer

ACT Training Throughout The UK
www. bigbluemarketing.co.uk
Copper Contributor
Posts: 24
Country: Canada

Re: Putting the same note in several records

Perfect, thanks so much!