RELATED IDEAS
Ability to add bulk notes on selected clients
If we need to add the same note to multiple clients, it is a case of going in one by one to add the note.
If we need to add the same note to multiple clients, it is a case of going in one by one to add the note.
Hi there,
I hope you are well.
I have received notification telling me that the ability to add bulk notes has shipped and is now available. It does not say how though. I have looked but I cannot find where this can be done. Could you please enlighten us?
Many thanks in advance.
David M
That's a good point, Jay. I just updated record for 20 clients relating to one custom field created by us. Way too much clicking, opening, closing and so on. It would be great to have a tool to edit (at least) one specific field in bulk, where we can filter the client list to our needs.