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by JSD777
on ‎08-20-2013 10:26 AM

I am using ACT! Pro 2013.

 

I couldn't agree more. We have ongoing issues in our industry - applications, claims, research, etc. 

 

The note becomes the place where history is recorded. We don't close the item and start a fresh call or to do, we clear it and click 'Follow-up' so our notes go with the activity to the next step. Having to type in Date and Time becomes a pain.

 

EVERY PLACE THAT HAS A NOTE NEEDS A DATE AND TIME STAMP. 

 

Thanks for listening. Smiley Happy

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