L
Lew
I need a dated history of phone calls, emails, and meetings for my
contacts. Dated notes would also be nice. Can someone tell me how to
do this in BCM?
In BCM history, meetings and emails show the proper date. Phone Logs
and Business Notes, however, show the date they were created, not when
they occured. If I talked to a contact yesterday but didn't record it
until today, it will have today's date.
Am I missing something? Is there a way to change the date on phone
calls and notes? Is there another way to record calls in history? If
not, has someone come up with a good workaround? Thanks.
contacts. Dated notes would also be nice. Can someone tell me how to
do this in BCM?
In BCM history, meetings and emails show the proper date. Phone Logs
and Business Notes, however, show the date they were created, not when
they occured. If I talked to a contact yesterday but didn't record it
until today, it will have today's date.
Am I missing something? Is there a way to change the date on phone
calls and notes? Is there another way to record calls in history? If
not, has someone come up with a good workaround? Thanks.