How Can We Help?

How do we make Bulk Notes?

You are here:
< All Topics

The User Notes Bulk upload now allows you to upload a .CSV file with either Member ID’s or Email addresses. There is a new dropdown that you select to specify which you are uploading. Also, please note the Header line on the file should now be “Member” (not Member ID).

  1. Open Excel or Google Sheet
  2. Create a new doc
  3. Add or export or copy Member ID in one column and title column Member.
  4. Save as .csv
  5. Go to Customer Service>User Notes.
  6. Add summary and content.
  7. Choose the file that you created as .csv
  8. Create Note
Table of Contents