crm3

Selecting Contacts on the Contacts list and then selecting Record Note from the Bulk Contact Operations menu allows you record a note to those Contacts using the Record Bulk Note Editor, illustrated below. Follow the steps below to record a Note.

1. Select a Notebook with which to associate the Note from the Notebook list.
2. Select the type of Note that you want to create from the Note Type list. Available options are Phone, Email and General.
3. Use the word process to compose the new Note, using the formatting icons on the menu bar to configure it.
4. Click OK to generate the new Note. A Bulk Note Confirmation window, shown here, is displayed to indicate that the new Note was successfully created. Click OK to continue.
5. Click Cancel to exit the Record Bulk Note Editor without composing the new Note.