11-20-2019 12:51 AM
In my version of ACT premium, it is used as a CRM and my users move throughout our database contact by contact (Contact being a customer).
On each contact, there is a tab where a note can be left this serves as a record of you interact with that customer.
My users are not leaving notes enough and therefore i lose data.
I wish to add an automated function that is not currently an option in the software.
The function would be this. When a user leaves a contact/customer in any way a "new note" dialogue box will open before it leaves that screen giving them that extra nudge to leave a record of there interaction with that customer/contact.
Please see a visual attached
can anyone advise me if this is possible?