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.

  1. Click Batch Updates icon in dashboard header. 
  2. Select "Text Entry" 
  3. Select the text type you'd like to add
  4. Click "Load/Refresh"
  5. Type your text entry into the box below the record selection.
  6. Click the text entry widget icon to add required details about the entry
    1. Always link an Author when possible
    2. Always date the entry
    3. Assign "memo" as purpose when needing to print a report for filing
  7. Click Save to return to batch update widget.
  8. Review your selection of objects to add and Click Apply