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Create notes for selected records directly from the data grid.

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New Note

Create one note per selected row.
1

Create notes

Create notes from selected rows.
  • Select one or more rows
  • Click the actions quick button Bulk → New Note
  • The New Note dialog opens
2

Enter note details

Enter the required fields.
  • Title - Note title
  • Private - Visibility setting
  • Body - Note content
3

Save

Create notes for each selected row.
  • Click Save
  • One note is created per selected row