Field equivalent to Outlook Notes field

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Kristen Brown

• 17 février 2017 16:56

I'm using a trial version of Essentials. I need to see if this version can display a field that would be equivalent to the Notes field in Outlook.  If I import Notes into a Custom Field, I can get the data there, but it's not a very large area of my screen for viewing.  We store about 2000 characters in this field and need easy access for editing it.  To edit a custom field, it just shows one line at a time, and this is too difficult to see all of the data.

Is there a suggestion for me on how I could utilize a field that needs to be seen and edited easily, with 2000 or more characters?  

Thank you,

Kristen

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• Commentaire officiel

  

  Act! Team

  • 17 février 2017 17:19

  Hello Kristen,
  
  Thank you for your post. I would recommend creating an Activity for the contact where notes can be added. The Activities portion of Act! Essentials is not a area of the account data can be imported to, but it would be the best area to see large amounts of information about the contact easily.

  Thank you,
  Brittany Roberts

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