01-27-2011 11:50 AM
I have found the shortcut for adding a note (F9), but could not find a a shortcut to save it. Is there a keyboard shortcut to save a note once it is entered or a way to create one? Thanks for the help!
01-27-2011 01:05 PM
Please be aware that many thousands of ACT! users who have not had the benefit of using an ACT! Certified Consultant use the Notes incorrectly.
99% of the time a note is as a result of an Activity and should be recorded against the Activity History so that it can be reported on etc..
However, to save a Note (on those rare occasions) just click on OK.