Copy notes from one record to another record in bulk
We want to able to copy all completed notes from one record to another record. Right now you can only do it individually.
The suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
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Operations Manager commented
I called RT about this issue, copying in bulk would be helpful AND retaining the actual date of the original not and not treating it as a NEW note would be a boon for compliance purposes. Right now I had to copy over notes for compliance and the date reflected as the date I copied over and NOT the original date of the note. This doesn't make logical sense for compliance. So when I submit my notes it will look like they were made the day I copied them over. I was under the assumption it would be an actual copy. In my humble opinion this is a huge fail for compliance purposes.
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Keely commented
We would like to be able to copy all notes from one contact to another.
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Shawna Dellos commented
At the moment there is only an option to Move All notes to another contact record and copy each individual note to another record. I would like to Copy All notes to another record.