Skip to main content

Is there a way to post form entries (meeting notes) on multiple records all at once?


1 comment

  • Tiffanie Staver
    Derrick Kotlus commented  ·  

    Hi Jill!

    It sounds like you are adding child records (notes) to a parent record (meetings). The only way to add multiple records at a time would be through an import with an excel spreadsheet. Alternatively, you could use the "save and add new" button on the form to quickly jump to another blank form. If we are misunderstanding your question, please contact TrackVia support at with additional details so we can take a closer look for you.

    Hope this helps!



Please sign in to leave a comment.

Powered by Zendesk