04-13-2011 11:54 AM
This might be the rookie in me, but is there a way to import a group/list of contacts, known already in SLX, and be able to add a common note to all the records at once? I.E. I have a list of contacts that attending a recent meeting, and I want to simply document a note stating they attended. I tried the campaign feature and could only pick leads. BTW, we are on 7.5.2 and I am working via web. Is this an admin feature? Any direction helpful. THX
05-17-2011 11:15 AM
Sorry, I didn't see this before. If it is still useful, empath-e has provided a nice, free utility to do just this called "Populate History".