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Apprentice
Posted
How do a add the same Note to a large group of Contacts without linking them together. I would like the Note to be linked to the Contacts appropriate Organization, but I doubt that is possible if we are not linking the other Contacts in this process.
 
Posts: 3 | Registered: October 08, 2007Reply With QuoteEdit or Delete MessageReport This Post
Apprentice
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Hi, we would lile to do the same, we have just attended a trade show and want to bulk update a note on to all those clients that attended.
 
Posts: 11 | Registered: October 01, 2007Reply With QuoteEdit or Delete MessageReport This Post
Veteran
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Hi guys,
Do you mean that you want to create a Note and link it to multiple Contacts? If so, just select the desired Contacts and do Create>New Note for # Objects (or right click on the Contacts>New Note for # Objects, or use the New Note icon if you have those set up). That will create a single Note that the selected Contacts will be linked to.

Hope this helps,
Cynthia


MacBook Pro OS X 10.5/Daylite 3.7.6
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Daylite Master Partner, Daylite Report Certified
www.daylitehelp.com
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Posts: 570 | Location: Portland, OR | Registered: June 22, 2006Reply With QuoteEdit or Delete MessageReport This Post
Apprentice
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We want the note attached to multiple Contacts WITHOUT linking them together. Thanks
 
Posts: 3 | Registered: October 08, 2007Reply With QuoteEdit or Delete MessageReport This Post
Veteran
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Sorry, I don't understand. The Contacts won't be linked together simply because they have a Note that they're all linked to.
So are you wanting to select 5 Contacts and create 5 Notes (1 per Contact), all in one shot?

Thanks,
Cynthia


MacBook Pro OS X 10.5/Daylite 3.7.6
______________________________________
Daylite Master Partner, Daylite Report Certified
www.daylitehelp.com
______________________________________
 
Posts: 570 | Location: Portland, OR | Registered: June 22, 2006Reply With QuoteEdit or Delete MessageReport This Post
Apprentice
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Hmmm. Let's say I have 100 Contacts I want to have the same Note. (Some of these Contacts may share the same Organization.) Later, if I want to look at that Contact, and I click on the Note, I want to know who in the same Organization got that Note. I don't want to see EVERY Contact that got the note. Does that make sense? I don't think there is a way.
 
Posts: 3 | Registered: October 08, 2007Reply With QuoteEdit or Delete MessageReport This Post
Veteran
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In that situation, you'd want to *only* select all of the Org's Contacts, then go Create>New Note for # Objects. You wouldn't want to link all 100 Contacts (if they're from different Orgs) to that single Note.

Take care,
Cynthia


MacBook Pro OS X 10.5/Daylite 3.7.6
______________________________________
Daylite Master Partner, Daylite Report Certified
www.daylitehelp.com
______________________________________
 
Posts: 570 | Location: Portland, OR | Registered: June 22, 2006Reply With QuoteEdit or Delete MessageReport This Post
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