How to Copy Notes

How to Copy Notes

What you can do: Copy Notes

You can copy the text of the note and paste it as a new note in another event. This is different from transferring the note

How: Step by step directions on how to copy notes:

1. Click the "Actions" button on the note and select the "Copy Text" option. This will only copy the text of the note, it does not copy any workflows, tasks, attachments, etc.




2. Navigate to where you would like to paste the note. Press the "Create New Note" button and paste the text as plain text (or "Paste and Match Styles"). Edit the note if needed and add it to the contact.



Tips

  1. Quick Notes are not related to any events. 
  2. When copying the note, always paste it as plain text.
  3. Related Link: How to Transfer Notes‚Äč






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