How to Add a Note to Multiple Households or Contacts
When you want to add simple information to multiple Households or Contacts, you can use a batch process.
Warning:
- This should not be used to record conversations or meetings.
- Tasks and Schedule Items are used to record conversations or meetings because of how they update the SLM.
-
Go to the Contact workspace.
-
Select the boxes next to the names of the people you want to add the note to. You can use a filter to narrow the list down and make this easier.
-
Click Add. Select Document. Select Note.
-
Add a description. Then type the note you want to add into the Note field. Leave the rest of the fields at their defaults. Click OK when finished. A Batch Process will start, adding the note to each selected Household or Contact.
Related Articles
How to Add a Halo to Deceased Contacts or Households
Having a visual cue that someone is deceased is helpful in avoiding social missteps. This procedure will show you how to add a halo to a deceased Household or Contact in order to provide this visual cue. Note: Mark a Household deceased only when all ...How to merge Households and Contacts
In G5 you can merge two Households together or two Contacts together. A Household and a Contact are unable to be merged. If you have duplicate individuals inside duplicate Households, the best practice is to merge the duplicate Contacts first, then ...Add Households or Contacts to an Existing Opportunity
Go to the Opportunity Workspace. Click on the description of the opportunity to open it. Click the Add button in the Contacts card on the Detail tab. Check the boxes next to any contacts, households, or businesses you want to add to the opportunity. ...How to Create a Contacts Not in Households Report in G5
This report will show you all Contacts that have not been assigned Households. Such Contacts will often be overlooked in mailings and miss out on many marketing efforts. Best Practice: It is best to give each Contact a Household, since mailings and ...How to Create a Households with No Contacts Report in G5
This report will show you all Households that have no contacts in them. Such Households may be missing vital details that are stored in the individual’s records. Best Practice: Each Household should have at least one Contact. Personal information ...