Add a static note section on ACT Pro to the right of e mail and messenger id. If we need some message it will be at our fingertips and not have to look through the notes or history tabs.
I love this idea! It's like a Sticky Note - To highlight a given thing. I like it!
I add a Note field of type Memo and place it somewhere in the top panel for almost every client. Memo fields will scroll (unlike character fields) so you can type on, and on, and on...
I oftentimes set the font color property to Red so that it stands out.
The point is to have important information (think CREDIT HOLD) front and center so that no one misses it.
Works like a champ!
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