Community
Showing results for 
Search instead for 
Do you mean 
Reply

How do I record notes I send to customers?

Mo
Copper Contributor
Posts: 26
Country: United States

How do I record notes I send to customers?

As a part of my real estate activities I send hand written notes to clients and would like to track them. At this point the only way I know how, is to manually enter this activity by using the "record history" function then by selecting "write letter, email" under the drop down (I wish I could customize the choices to have a "note sent" selection). Another way which would be ideal, is when I print a label it is automatically recorded as "access" under the "results" tab to which I can include the word "note". The only problem, is that I have been unable to search this field so as to get a total number of notes sent at the end of the week. Any ideas? Thx
Copper Super Contributor
Posts: 206
Country: USA

Re: How do I record notes I send to customers?

You can create custom activity (history) types by going into the Schedule Menu, Manage, Activity Types. As far as automating recored history during the creation of a label, I suppose you could script it in the "report" but exactly how to do that is beyond me.
Brad Marquardt
realtimeACT, Inc
Colorado, USA
Mo
Copper Contributor
Posts: 26
Country: United States

Re: How do I record notes I send to customers?

Hi Brad,

 

At least we're 50% there with your advice. For clarity, automation is not the challenge as that is occurring when I print the label. Searching that occurrence is.

Many thanks,

Mo

Copper Super Contributor
Posts: 206
Country: USA

Re: How do I record notes I send to customers?

Right right

Recording the fact that you sent your note with a history gives you a method to report on or view in a variety of ways.

 

You can't record multiple items (note dates) in a single field, well you can but it's not elegant.

Brad Marquardt
realtimeACT, Inc
Colorado, USA
Mo
Copper Contributor
Posts: 26
Country: United States

Re: How do I record notes I send to customers?

Exactly. It is still not exactly as I want it. Right now, it is done manually, and I am forced to select "email or letter written" from the drop-down because in the "history summary classic" report the four default columns only include a "letters sent" heading not the new "note sent" field I created per your advise.  Creating a new report or modifying an existing one is not for the faint of heart from what I gather Smiley Wink.   So back to square one. Label printed, note sent, auto recorded in history with the inability to search that auto entry. That is followed by a manual "activity completed" entry by selecting a "letter sent" selection in the drop-down, then I am good to go.