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How do you take notes while on the phone and looking in other history at same time?

Copper Super Contributor
Posts: 125
Country: USA

How do you take notes while on the phone and looking in other history at same time?

How do you take notes while on the phone and looking in other history at same time?

If I open a note when I am on the phone, nice. but if the me or the customer want to know something happened last week. I am stuck, cause the notes windoow don't allow me to click anywhere else. Same thing If I clean the call.

 

Act 2010 v. 12.0.1.181 hotfix 1. -Windows 7
Silver Contributor
Posts: 1,813
Country: USA

Re: How do you take notes while on the phone and looking in other history at same time?

The last couple of versions of ACT have added a feature which makes this a lot easier.  ACT 2011, clicking the down arrow next to the back button lets you travel back to a contact you have left to make a note or history in.  ACT 2010 has an option under Look Previous which does the same thing.  So, while you can't be in two records at the same time, you can travel back to the last one quite easily.

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