Applying notes on multiple records

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Posted on by Michelle Cox

Does anyone know of a way to add a note to multiple contact records at one time? We currently use the Pareto System on the CRM platform and while pareto is working on this question, I thought I'd pick the brains of fellow users to see if you had insight that they do not.

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ozkary on at

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RE: Applying notes on multiple records

This is some information about how to add notes automatically using the REST web service.

www.ozkary.com/.../dynamics-crm-adding-notes-with.html
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Karth on at

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RE: Applying notes on multiple records

There's no way you can add a note to multiple contacts at once using OOB functionality in CRM. You will have to develop a custom form using ASP.NET and use SDK to append notes to the selected contacts. Although, to the user it appears as though a single note is created in CRM, but this actually creates one note per customer. You cannot directly link a single note to multiple records (no 1:M between Notes and records).