Insightly’s many bulk editing options help you get your work done faster by allowing you to update many records in fewer steps—much quicker than editing them one by one! We’ve added a new bulk edit option for contacts and organizations to make adding a single note to multiple records even easier.
To display the bulk editing buttons above your list of organizations or contacts, tick the boxes to the left of each item you would like to add the note to. Click the Add Note button to link the same note to all selected records.
A familiar dialogue will open allowing you to enter your note’s details, add file attachments, date the note, and adjust viewing permissions. After typing your information, just click the blue Add Note button to save the note and link it to the selected records.
The note will be linked to each item in the Links section of the note and of each record.
While the bulk edit options allow for mass maintenance of records, keep in mind that you can select single records, too. This can be very useful if you’d like to tag, link, or add notes to records directly from the list without opening the record and navigating from one page to another. With flexible options like these, your productivity will just keep improving!
