Have you ever hung up the phone after talking with a customer
or prospect and wanted to record the event? Or have you returned
from an unscheduled meeting and wanted that event memorialized?
Perhaps you also wanted to schedule a follow up activity to
that unscheduled event? This week's tip will show you how
to record activities of this type.
course you always have the option of "Looking Up"
your contact's record, and adding a description of the activity
using the "Insert Note" function. But this doesn't
classify the activity nor allow for easy scheduling of a follow
accomplish all this and more, use the "Record History"
function under the "Contact" drop down menu. Or
use the "Ctrl" + "H" keyboard shortcut.
dialog box that appears will default to the last contact record
opened, the current date and time. It will also default to
the most current activity on your calendar for that contact,
if one is scheduled.
NOT WORRY! You can change all of this data to suit any event
you may wish to record. By clicking into the contact field
you can scroll to any contact in your database (or use the
"type ahead function" starting with the contact's
someone not currently in your database, click the "New
Contact" button in the dialog box to initiate a new contact
record. That contact will then default into the contact field.
a brief description in the "Regarding" field, and,
for ACT! 2000 users, add any details of the event that you
desire in the "Detail" field. If you are still using
a previous version of ACT!, to add more detailed information,
click into the "regarding" field in the "Notes/History"
section of the contact's record. You can then type as much
detail as you wish.
"Follow Up Activity..." button (sorry, ACT! 2000
users only) can be very useful at this point to schedule that
follow up letter you need to send, or that phone call next
month when you need to get back to the contact.