Attach file in bulk notes
I need to attach a file to multiple client records. I tried to do this through Bulk Actions/Note, but there is no option to add an attachment.
This is necessary, we are entering notes in each client file when we review an investment. This often includes attachments
Joshua DeJohn
shared this idea
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Juliet Penna
commented
Yes, please!! It is so time consuming and problematic to go back to a group of contacts and attach the document one at a time. It basically means that the time saved creating the bulk note was wasted... We use this for portfolio model reallocations that come from our model company. Need to be able to attach their documentation to each contact. 1-2 times a month.
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Anonymous
commented
I would also like the capability to add a pdf document to a bulk action note. I make a note whenever something is mailed to a client and would like to the ability to attach a document when it is mailed to more than one client. Bulk action allows me to create the same note for a group or list of clients but not attach a document.