Selecting Record Note from the Group Operations menu displays the Record Bulk Noteeditor, a word processor unique to 1to1Real™, which allows you to send a note to all members of a Contact Group. Follow the steps below to record a Note to all members of a Contact Group.
The following formatting options are available from left to right on the menu bar:
Make text Bold, Italic, Underscore or Strike-Through; align text Left, Center or Right; create a Bulleted List or a Numbered List; select a specific Font; adjust the Size of the text; change the Color of highlighted text, change the Background Color of the Note; add a Hyperlink, remove a Hyperlink; paste as Plain Text, paste from Word.
Note: Any Notes added here will be displayed within the Historyportion of each member of the Group’s Contact Card.
- Select a Notebook with which to associate the Note from the Notebook list.
- Select the type of Note that you want to create from the Note Type list. Available options are Phone, Email and General.
- Use the word process to compose the new Note, using the formatting icons on the menu bar to configure it.
- Click OK to generate the new Note. A Bulk Note Confirmation window, illustrated below, is displayed to indicate that the new Note was successfully created.
- Click Cancel to exit the Record Bulk Note Editor without composing the new Note.