Adding "Notes" to multiple contacts/Categories

Posted by: DCNV

Adding "Notes" to multiple contacts/Categories - 05/14/09 12:27 PM

After emailing a group of contacts, is there a way I can add a note to each contact file--in one swoop-- to state an email was sent on a specific date?

Also, is there a way to attach more than one category per individual contact?

Thanks!
Posted by: John Wallace

Re: Adding "Notes" to multiple contacts/Categories - 05/14/09 12:42 PM

Originally Posted By: "DCNV"

After emailing a group of contacts, is there a way I can add a note to each contact file--in one swoop-- to state an email was sent on a specific date?

In Now X you would do that with a tag. The tag would be something like "Email 5-14-09". Later, you can find all of the people you emailed to by clicking on that tag.

Quote:

Also, is there a way to attach more than one category per individual contact?

In Now X you can assign contacts and events to multiple categories. They can only be assigned to a single category in NUDC5.