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This feature allows you to select a group of people and create an identical note for each one. This feature is available in MasterQ-ENT.
The first step in creating multiple people notes is to identify which contacts you wish to add a note to. This is referred to as "marking" a contact. The most direct way to mark a contact is to click in the people browse in the far left column by the desired person's name.
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You may un-mark all displayed people, mark all displayed people, or swap their marked status using the UN-Check, Check & Reverse buttons. These actions apply only to people currently displayed. You can filter the people currently displayed by using the Search button.
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The save and load buttons "remember" your current list of marked customers. When they are loaded, you are given the option of marking, unmarking, or flipping the current status of the customers being loaded.
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The count button gives a quick count of the number of people you have currently marked and the total number of people in your database.
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Pressing the Add Note button will present you with a note form with then typical note entries.
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Pressing the OK button creates an identical note for each marked person.
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