Adding a Group Note

BigContacts has a Group Note feature that allows you to filter a list of contacts and add a note to all of them at once. 

Benefits:

• Bulk Context Updates: Add the same note to multiple contacts at once—ideal for logging campaign updates, meeting outcomes, or shared context.
• Better Team Visibility: Ensure all team members see consistent information across selected contacts without manual duplication.
• Faster Documentation: Reduce repetitive work by updating multiple records in a single action instead of editing each contact individually.

Example:

After running an email campaign, a marketing executive wants to record that a specific group of contacts received a promotional offer. Using Create Report in BigContacts, they filter contacts who were part of the campaign, review the list, and use Add Group Note to log the update across all selected contacts. This ensures the sales team has immediate context before reaching out, without manually updating each record.

Building the list for your Group Note

1. Click on the "Reports" tab.
2. Use the "Advanced Search/Report Builder" to filter a list for your notes. The image below shows an example of using some filters. You can select any fields you like to create your targeted list.

   
   
    

3. After you have all of your filters in place you will then want to select the orange "View Contacts" button to display the list for your group note.
   
    

   
    

4. Scan the list to verify that you, in fact, have selected the desired criteria to create the list you want.
5. After reviewing the contacts, click on "Add Group Note."
    

   
    

6. After you click "Add Group Note," your list will load, and you will see a window to add your note. When you are finished, click the Save button.