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Bulk edit notes

Learn how to edit multiple notes at a time from the web app.

 📣 Bulk editing companies is authorized for admins only. If you have any questions about permissions, please contact Voze support.

  • From the Notes page, apply your desired filters to view the notes you would like to edit.
  • Check the box in the left column to select the notes.
  • Click the Bulk Edit button above the table.
      • From the slide-out on the right, you can edit some note details and task details:
        • Note details
          • Call Date
            • The Call Date reflects when the sales call or activity took place if the note is being created after the fact. This is different from the Created Date of a note. The Created Date cannot be changed.
          • Note Type
            • Select the note type from the drop down to change the note types for all the selected notes.
        • Task Details
          • Start Date
          • End Date
          • Assigned Sales Rep
          • Complete