Importing Child Notes

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This article provides a step-by-step guide on how to import child notes in BigChange. Understanding this process is crucial for users to effectively manage and organise their notes within the software.

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Locating the Note

To locate the note you wish to import a child note to, follow these steps:

  1. Select "CRM" from the top menu, followed by "Notes" on the side menu. This will display a list of your notes.
  2. Use the filter options to locate the note you wish to import a child note to.
  3. Select the note, followed by "Edit" This will open its pop-up.

Importing the Child Note

Once you have located and opened the note, you can proceed to import the child note:

  1. From the note pop-up, select the 'Notes' tab. You will see an option to '+ Import Note'.
  2. Select '+ Import Note'.
  3. Enter the reference for the note you wish to importย 
  4. Select "Import"

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Conclusion

Importing child notes in BigChange is a straightforward process that can greatly enhance your note management capabilities within the system. By following the steps outlined in this guide, you can easily import child notes to any note in your CRM.