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Contacts and Notes

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Posted on by prubin

Hello there!
I have 250 contacts that need to be updated - I need to add a note to all these contacts.
I've made the advanced find, I've found the contacts and exported the results to be reimported. I added the Notes column and so on.
Still.. the reimport to update worked fine, but didn't actually adedd the note to the contact.

Does anyone have an idea to solve that?
Thank you.

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prubin 10 on at

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RE: Contacts and Notes

Hi Joana.

I'll try that :)

Thank you.
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Joana Pinto 740 on at

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RE: Contacts and Notes

Hi,

To create and/or associate a note to a contact, you have to do it via workflow or code. You can create a workflow on demand that will run over those 250 contacts, on your advanced find query, that will create a note associated with the contact.

Regards,

Joana