Our marketing workspace has been around for a few years, and it has quite a few notes that are no longer relevant. Currently we nest notes under an "Archive" note, but that is not an elegant solution because we have to move them one at a time.
It would be great to be able to archive obsolete notes in bulk, and keep this part of our workspace neat and tidy. Couple ideas we had after discussion:
Allow notes to be bulk edited, similar to how you can bulk edit records in list reports. That would allow the user to bulk-delete or bulk-move notes.
Allow notes to be bulk converted to activities, which can then be added to a schedule and shipped. If the schedule is called "2017 notes," for example, we'd always be able to find our notes from that year.
Allow notes to be archived (hidden, but not deleted) by time frame, much like goals can be archived when they're outside of the time frame selected on Strategy > Goals.
|Release time frame|