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Note duplication
#1 · November 11, 2020, 11:19 am
I was wondering if there will ever be a way to copy notes to other contacts.
For example, if I am entering a note under a manager but it is something that would apply to all other members of that company, it would be great if there was a drop down to "include other contacts".
Hope that makes sense!
#2 · November 12, 2020, 3:10 am
Sorry for replying late, somehow I missed it 🙂
This seems to be a requirement that is suited for limited use. Can you give me some business examples where this is required.
Maybe another way to implement it is to design some kind of bulk feature where notes can be added to other contacts in bulk. We do have some bulk feature, but not for notes.
