09-08-2011 08:00 PM
There's no easy way. I have a report template thatprints the most recent Call Complted, Meeting Held, To-do Done and Note for each contact record.
09-08-2011 11:53 PM
Roy, so could your template be modified to print out the last company note/history? I realy have no use for the other options but woul not mind leaving them in. My notes are more accurate then if I indicated call completed etc.
09-09-2011 06:53 AM - edited 09-09-2011 06:56 AM
I've got an even better question; I don't need to see any notes or print anything out. I just need to know what company has not had a note added in the last 90 days. So if there was a way, such as using last edited to see which contacts those were. It would help immensly. The reason is I base my daily calls on what calls I haven't made in 90 days; when 90 days rolls arround I know to call them up. I have started to use the call button in act to plan my future calls, but that wont help right now.
09-09-2011 07:19 AM
Well, I think you pretty much hit your answer - use the system fields such as Last reach or Edit date. If you are using Activities/History and updated the resuts, then the Reach and Attempt fields will be working for you to drive against them.
If you adding notes instead of histories, this is a good reason to use histories instead.
Notes are really intended to be those things that are not "actions" - just... notes.
09-10-2011 05:05 AM
Think were almost there, so everytime I make a call I put it into the notes section of a company. In order to find out what company I have not made a note to I do what now? I can't do last edit because, sometimes I edit the smallest thing on the company, such as adding a period after Coca Cola, Inc. I tried looking for something in Company | Lookup, but came up with not knowing where to click. If you could point it out exapmple. Lookup>"?"
Also, your saying in the future this is easier in the history box? And I should actually put the details of my conversations there.
Is there a way to transfer notes to the history box?
Could you point out>> how if I start making notes in history that I can find out which company I have not made a entry into the history tab in 90 days?
Thanks you very much!