Multiple Note entries within a Case can be changed at the same time using the Edit option in Bulk Actions.
Editing notes through Bulk Actions will overwrite any existing data (Date, Staff, Case Note Topic, and/or Note text) and replace with the content you enter below for all selected Case Notes.
NOTE: You must have permission to Special Permissions > Update Multiple Cases to use the Bulk Edit feature.
It is important to review the selected field content you plan to modify before committing to any permanent changes. Changes made using the Edit feature cannot be reversed, so it is recommended to carefully review anticipated modifications prior to making a bulk change. For any questions, contact Support to guide you in this process.
To edit multiple Notes:
Within the Case Notes Tab list view, use the check boxes to select the note entries you wish to update.
Click the Bulk Actions menu and select Edit.
On the Update Note(s) window, click the Fields dropdown to choose the Note fields where you wish to universally make changes to the selected notes. Universal changes can be made to Date, Staff, Case Note Topic, and Note (text).
Enter the new text, date, staff, or topic from the corresponding field that you wish to change.
Click the Save button to complete the bulk edit or click the Cancel button to close the Update Note(s) window to abort entered changes.
A confirmation message will display when complete.
