Fast Tip Friday: Take Note of the Sage ACT! Scratchpad! #SageACT
bybwhalen_sage09-02-201111:02 AM - edited 11-17-201109:09 AM
We all do it...write random notes on pieces of paper that get lost on our desk, in the wash or end up in the trash. Capturing this information in the new Sage ACT! Scratchpad can eliminate the hassle of finding your notes when you need them, and entering them in Sage ACT!. Quickly capture impromptu notes, phone numbers, and personal reminders, with or without opening Sage ACT!, when you use Sage ACT! Scratchpad, a convenient, virtual notepad. In this tip, you’ll learn how to make the most of this new tool!
Capturing Notes/Activities/History and Sending Them to Sage ACT!
When random tasks, notes or other information interrupt your work, you can quickly capture them with the Sage ACT! Scratchpad, and then deal with them later by recording them in Sage ACT! or deleting them from the list.
1. Open the Sage ACT! Scratchpad:
From within Sage ACT!, click Tools > Sage ACT! Scratchpad