BNC CataList has integrated Notes features to help streamline communications with your contacts. Enter notes for your own reference or share notes with other CataList users.
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Adding a note
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We've made notes easy to add in CataList. The notes box allows you to scroll around the page, access content tabs, copy and paste text from page content, and set a left or right pinned position for the open box.
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Sharing notes
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You can share your notes with your contacts who have CataList accounts.
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Tagging notes recipients automatically in custom catalogues
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Uploading a notes file
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If you have notes content that you've pulled out of another system into a spreadsheet, or if you've taken notes directly in an Excel sheet, you can upload your notes file quickly and easily into CataList. Keep your notes private so that they are only accessible to you, or share them
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with any CataList users in the directory or in your contacts and distribution lists.
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Once you've selected your file, the file name will display below the Browse button.
If you want your notes to remain private so that only you can read them, simply click the Upload File button to import your notes as private notes.
If you want to share these note to one or more contacts or distribution lists, click the checkbox to Share these notes with recipients. This opens the contact tagging tools.
Add as many contacts or lists as desired to the recipient list. When done, click Upload File.
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CataList will import your notes, and tag any recipients you've indicated.
The system will provide a message confirming the number of notes that have been added to titles.
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Finding
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