Bulk Add Note
It would be great to have option to bulk Add Notes to profiles via a report. We've exported a large profile list and pulled 70 profiles from the list to mail a letter. It would be nice to have option to add note to those profiles.
Rhonda Page
shared this idea
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Kevin Lundy
commented
Hey Rhonda! Kevin here from the Foundant team -- love this idea. There is a way within CSuite to bulk upload notes via an import if helpful. From the Home screen, if you go to notes in the left column, then click Import from the left menu, then select Profiles from the dropdown list on the next screen, the system will give you a template to download (blue link near the bottom). Once you've downloaded that template, you can add the profile IDs and notes you'd like to bulk upload into the system, then upload the file from the very same page. When doing bulk imports like this for the first time, I always recommend trying it out in the sandbox to make sure things go smoothly and everything looks as you'd expect it to before doing it in your live site. Hope this is helpful!
Best,
Kevin -
Sally Weldon
commented
I may be reading this post wrong, but there is a bulk notes creation option. In the Notes module, select import option on the left menu.