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Astute Commentator
Posts: 12
Registered: ‎03-10-2011

Mass Note Generation

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

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Bronze Super Contributor
Posts: 146
Registered: ‎04-01-2009

Re: Mass Note Generation

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".

 

http://www.empath-e.com/support/slxutilities.asp

 

Patrick