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Use Details Section of Activity or Notes Section

Copper Contributor
Posts: 318
Country: Canada

Use Details Section of Activity or Notes Section

After I conduct reviews and phone calls with clients, where is the ideal place to store notes from the activities that took place? Is it the details section of the activity itself or the notes section by entering a new note?

Keeping detailed and organized notes about my clients is critical to my business. Previously, I had been using Outlook and stores all my comments and notes in the notes area.

Hoping people can provide feedback on the most effective ways.

Thanks
Marco
Bronze Contributor
Posts: 1,393
Country: USA

Re: Use Details Section of Activity or Notes Section

Either can be used; however, I would use the details section of the activity.  Completed activities are stored in history while Notes are not.  Also, you can have a history of attempted calls and/or other activities listed in the history.  Additionally, if you attempt a call and have to reschedule, that is a 1-button click. 

 

That's my 2 cents worth.

John Purdy
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