Monday, November 29, 2010

ACT! : Notes versus History

We have the same argument in the GoldMine universe.

Notes may be easy to add, but keep in mind:

- Notes are "messy", with plaintext carriage returns, etc, that make reporting problematic
- Notes cannot track duration or classification status
- Notes do not update certain "special fields" on the contact record, like "Last Update", etc.

Remember, you can always right-click on the contact record, and select "Record History". It's as easy as making a Note and more effective!

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