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Performing Bulk Actions on Notes

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Bytimothy A
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Overview: 

Performing Bulk Actions on Notes lets you apply changes—such as delete, move, pin, or mark as done—to multiple notes at once. This helps save time, stay organized, and manage large volumes of notes efficiently.

Follow these steps to perform bulk actions on notes:

Step 1: On your Dashboard, navigate to the Notes tab under the Customers section.

Step 1: On your Dashboard, navigate to the Notes tab under the Customers section.

Step 2: You will then be navigated to the Notes section.

Step 2: You will then be navigated to the Notes section.
Step 3: Select notes by clicking the checkboxes. Multiple notes can be selected.
Step 3: Select notes by clicking the checkboxes. Multiple notes can be selected.
Step 4: The bulk action panel will appear, enabling you to perform actions on multiple notes.
Step 4: The bulk action panel will appear, enabling you to perform actions on multiple notes.
Step 5: You can then bulk assign the notes to a user.
Step 5: You can then bulk assign the notes to a user.

Step 6: Set a reminder for all selected notes.

Step 6: Set a reminder for all selected notes.

Step 7: You can even move all selected notes to a folder.

Step 7: You can even move all selected notes to a folder.

Step 8: You can change the status of all your selected notes at once.

Step 8: You can change the status of all your selected notes at once.

Step 9: Lastly, a delete option is available to remove multiple notes at once.

Step 9: Lastly, a delete option is available to remove multiple notes at once.

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