Notes
THE LAW states, “Every contact and contact attempt produces an updated record.”
By following “The Law,” you will:
- Be able to prove, if required, that a conversation or meeting did occur, with whom, when, and about what.
- Enable your team members to continue a conversation where you left off, saving both the client and your team time.
- Enhance relationships by proving you listen well.
In G5, the primary way to update a record is to add a note to that record.
There are multiple ways you can add a note:
- Add a Note to a Schedule Item when you need to add additional details before the event or make a record of what happened at the event afterwards.
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Add a Note to a Task when you need to update it while it is in progress or record the details of its completion afterwards.
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Add a Note to a Household or Contact to record simple information in that record. This should not be used to record meetings or conversations you have with them.
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Add a Note to Multiple Households or Contacts to record simple information that applies to multiple records at the same time. This should not be used to record meetings or conversations you have with them.
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Add a Note to an Opportunity to update all users about an update that is not part of an activity.
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Add a Note to a Service Request to update all users about an update that is not part of an activity.
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