How to Apply a Collection to Contacts

How to Apply a Collection to Contacts

What you can do: Apply Collection 

Collections are a group of notes that can be added to the contact in one click. This can be helpful when having to add multiple notes at once. For example, Onboarding a new client and having to send the forms, create the tasks, and inform your client, and team, of everything you need from them. 

How: Apply Collection to One Contact

1. In your Workspace, open the "Notes Library." On the top left, select "Collections." If you have an existing collection, press "Add All" To add all the notes in the collection to your contact. 



2. If you don't want to add all the notes from the Collection, click into the collection, deselect the notes you wish to not add to the contact, and press "Add Selected to Contact."

Note: Only the selected notes will appear on the contact. 


How: Apply Collection to Several Contacts

1. Navigate to 360View on the sidebar menu. This will automatically show your upcoming and past events relative to the current date. Select the events you wish to add the collection to and click the "Apply Collection" button in the top right corner.  Your existing collections will appear, select the correct one, and press "Add All." 



2. If you don't want to add all the notes from the Collection, click into the collection, deselect the notes you wish to not add to the contact, and press "Add Selected to Contact." Only the selected notes will appear on the contact. 



Tips

  1. You can add as many Collections to as many contacts as you wish
  2. If you want to undo what you applied, please contact us at support@pulse360.com
  3. Collections not available on Starter Plan


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