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The ability to batch update Notes

It is possible to batch update for status, institutions, associated contacts (etc), but it is not possible to do it on Notes.

Is there something I am overlooking? :)

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Emil Gehin shared this idea  ·   ·  Report…  ·  Admin →
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  • Emil Gehin commented  ·   ·  Report

    A use-case which happens quite often in support when we batch-update a list of records and want to write the same note for traceability.

    It is quite a manual task to open each record (sometimes 30+) and manually have to input a system admin note.

  • Kayla Black commented  ·   ·  Report

    Batch Create Activities period.
    For example following an adjudication we currently are manually updating each application with an activity (We created our own internal notes activity as the built in one has no file upload). But you can only batch *edit*, not batch create.