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Adding notes in bulk

We’re in the process of rolling out this functionality to all of our customers now. If you don’t see this functionality and would like it, contact us.

Here’s how to save a note to contacts in bulk:
  • Please note: bulk creating notes will create a unique note for each selected contact with the exact same text, time stamp, and date stamp.
  • Go to the main Contact list by selecting "Contacts" in the navigation bar on the left.
  • If necessary, filter your contact list by any desired criteria to pull up just the appropriate records.
  • Tick the "Select all" box above the first contact and select all of the records. Or, tick just the box to the left of the desired records.
  • Select “Perform bulk action on [number] records” at the bottom of the screen. In the dialog that opens, select “Attach an item.” Then, choose “Note.”
  • Enter the desired text for the note in the text area that appears. By default the note will be saved with the current time and date stamp; if necessary, adjust the note time and date using the calendar icon in the lower right corner.
  • Click on the button “Add note to [number] records.” Then select “Attach to [number] records” to confirm the note creation.
Next up:
Create, mass, group
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