How do I bulk edit my activity notes?

You can bulk action edit your interaction, pledge, or contribution activity notes by prepending, appending, or replacing the notes via our bulk actions feature.

1. From the Pledges, Interactions, or Contributions tab filter for the data set in which you would like to bulk apply a set of notes.

2. Select the top checkbox to the left of the first column to select all of the activities on the page OR individually select the activities in which you would like to bulk apply/ edit notes. Select the Actions dropdown and select Notes.

3. A slide out will appear on the right hand side of your platform. Use the dropdown to select Append/ Prepend/ or Replace Notes.

Append- this will add the new notes text to the end of any existing notes on the activity
Prepend- this will add the new notes text to the beginning of any existing notes on the activity
Replace- this will replace the old notes with the new notes text to any activities that already had notes

Type in your new notes text and select the purple Append/ Prepend/ Replace Notes button at the bottom of the slide out.
4. You can return to your filtered criteria and select the column chooser to select the Notes column to see how your new notes appended/prepended/replaced in bulk.