Call Reports

Where do folks typically store call reports? Notes? A notepad within an Action? A .pdf attachment within an action?

Comments

  • Dariel Dixon
    Dariel Dixon Community All-Star
    Seventh Anniversary Kudos 5 First Reply PowerUp Challenge #3 Gift Management

    I would use an action, with a notepad if needed. The whole point is that you want them to be about to searchable and indexed. Notes are generally not indexed well outside of by date.

Categories