1. Search on the tag group you want to export out to add in the bulk note - do this in List View- please click here to view how to export out a tag group.
2. Tidy up the spreadsheet so that it only contains the first column ICUniqueID, Title, First Name, Last Name and Notes columns to be updated - see example below: also that the same note has been copied against each contact record.
3. Now you are ready to re-import the spreadsheet. - be sure to save the excel spreadsheet into csv format as you cannot import excel format into your CRM account.
4. The note will automatically be added into the contacts - see example where the new note is added and listed first in a contact record.
