There will be times where you want to add a note to a couple of different entries at the same time. A good example of this is if you know of a few people or companies that owe you money, or if you have a couple of opportunities where the competitors are the same. You can leave a note under each entry saying “These guys owe money” or “Beware: ABC company is the competitor and is throwing money at them”.
And yes, there is a better way other than copying and pasting your way through your address book.
- Select all of the entries that you want to add a note to. These entries can be Address Book entries, opportunities, or customer service cases.
- Go to Edit>Global Edit.
- Go to the Note tab.
- Enter the note. You can set the category and security rights as well, which can be useful. Hit OK when you are done.
This will place the note you entered into all the entries that you’ve selected.
Caution! There is an option to global remove for User-defined fields, but not for notes. So if you do insert notes for multiple companies by accident, you will have to delete all of the notes manually!