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Recording individual notes to groups

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New Member
Posts: 2
Country: United Kingdom
Accepted Solution

Recording individual notes to groups

Hi, I have a list of projects in my Groups area of ACT. Each of these projects has a couple of companies (contact within the company) attached to it as they are working on that paticular project.

 

I am trying to find a way where I can record notes to the company/contact concerned within the project (group), but without the notes being copied into every other group/project that that contact is also connected to.

 

I know you can leave the contact field blank, but I need the notes made in the groups to get copied into the company record, so we have a full history of all notes and conversations etc with that company.

 

Any ideas?!

 

Regards

 

Muir


Accepted Solutions
Solution
Accepted by topic author muir.baxter@flamingbox.com
‎09-25-2015 03:20 AM
Nickel Contributor
Posts: 205
Country: United_Kingdom

Re: Recording individual notes to groups

Hi Muir - when you associate the note with the Contact - also make sure it is associated with the specificGroup (Project). Then in the Notes tab for that Group Ensure that the "Show For:" drop down is set to Group. This way it will only display notes relevant to that Group and not the others that the contact is working on.

 

 

Trevor Lever

UK - ACT Certified Consultant
www.actpartners.co.uk
trevor@actpartners.co.uk

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All Replies
Solution
Accepted by topic author muir.baxter@flamingbox.com
‎09-25-2015 03:20 AM
Nickel Contributor
Posts: 205
Country: United_Kingdom

Re: Recording individual notes to groups

Hi Muir - when you associate the note with the Contact - also make sure it is associated with the specificGroup (Project). Then in the Notes tab for that Group Ensure that the "Show For:" drop down is set to Group. This way it will only display notes relevant to that Group and not the others that the contact is working on.

 

 

Trevor Lever

UK - ACT Certified Consultant
www.actpartners.co.uk
trevor@actpartners.co.uk
New Member
Posts: 2
Country: United Kingdom

Re: Recording individual notes to groups

Thanks Trevor, my life will be loads easier now!

 

Many thanks...

 

Regards

 

Muir