Batch Notes
TurnLink allows you to record Notes from within a Company Overview or from the Advanced Search > Push Results To menu.
To add Notes in batch go to Advanced Search, enter your search criteria to produce your desired company list, and Push Results To > Note:
On the following screen move all companies you want to add the Note to the right 'Add Note' box and click 'Select Companies':
- Select the 'Note Type*' from the dropdown menu.
- The Date will default to today, edit if needed.
- Enter the Comment of the Note, using your Templates if desired.
- Optionally, check the 'Flag as Priority' checkbox if you want the Note to display in a Company Overview on top of the Events list, rather than in chronological order.
- Click 'Add Note' to Save your Note into all of the selected Companies.
*Available Note Types are selected by Admin level users via Setup > Preferences > Administrative > Note Types to Include:
