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Batch Text Entries
Batch Text Entries
Use batch update to enter a note in text entry fields for more than object at a time.
Step-by-step guide
Load a record selection of all objects to add a text entry to.
- Click Batch Updates icon in dashboard header.
- Select "Text Entry"
- Select the text type you'd like to add
- Click "Load/Refresh"
- Type your text entry into the box below the record selection.
- Click the text entry widget icon to add required details about the entry
- Always link an Author when possible
- Always date the entry
- Assign "memo" as purpose when needing to print a report for filing
- Click Save to return to batch update widget.
- Review your selection of objects to add and Click Apply
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, multiple selections available,
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