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Adding an Activity to multiple members at once

1. Create a selection of the contacts you want to add the note to by 'Searching' for them

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In this case I used Search > Personal to locate all of my constituents in Texas because I sent them a mailing.

2. Once the correct members are selected, from the 'Data Tools' menu select 'Tag Selected'

 

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3. On the 'ADD CONTACT' side you can add an 'Activity by:', 'Activity type:', 'Activity method:', and/or an Activity 'Note', just fill out what you want and press 'Add Activity Records'

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It's just like adding an activity note to an individual record but this will add an individual activity note to all selected records.

Update: Activity notes can now be deleted in batches as well.

Click here for more information on deleting multiple activity notes.

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    Julius Rainey

    Is it possible to add a new data option to the contact method table?