This is a topic in Feature Requests

Applying tasks and notes to multiple contacts

 
Avatar RSDA 18 posts

37 Signals—you’ve added the ability to add tags to multiple contacts. This is great, but I’m wondering about the possibility of taking things further.

In DayLite (arguably a close software-based competitor for Mac users), for example, I can in a few keystrokes add either a note or, more importantly, a task to any number of contacts. This takes much, much longer in Highrise. If I’ve sent a business development letter to 20 contacts, and want to contact all of them on Wednesday next week, I have to go into each contact and enter a note (“sent letter”) and the task (“call”).

This would be a killer feature, if you could make it happen.

Thanks.

RSDA

 
Avatar Darren S 1 post

+1. Would be a tremendous time saver. I have a photography business and I typically want to set a task for vendors all at once for upcoming jobs. It would be great to filter by tag, then check all, and add a follow-up task like “Send thank you” or “Call” or whatever.

 
Avatar OlivierD 4 posts

Would be great indeed, for instance for meeting notes involving several persons.

 
Avatar firemyst 58 posts

it is a pain in the ass when negociating with many people to keep notes in sync, that’s why you use cases.

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