In a typical day, you might often leave notes on records for a range of reasons, it's essential for these notes to be categorised for data management, and record keeping - you'll never miss a beat!
For example, when you have an incoming or outgoing phone call, you may need to record specific details, such as the date and time of the conversation, and thats where note Categories come in!
You can attach notes to tasks, contact records or property records.
There are 6 Note Types:
Phone - To log details of any phone calls, including call outcome (connected, voicemail left etc)
Email - To record any important emails sent or received from a client or relating to a task
Letter - To record details of any letter sent or received
Meeting - To record the details of a specific meeting, including the agenda and any specific comments
Note - For any general comments relating to a specific record or task
SMS - To record the details of an SMS sent or received
Click here for steps of how-to Attach a Note to a Task!
Click here for Steps of how-to Attach a Note to a Contact or Property Record!