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I'm trying to identify whether using the Notes or Activities section is best suited for our business needs. All of our system generated emails (with receipts and invoices) and tracked emails get populated to the Activities area on an Account or Contact. Notes seem easier for users to input general engagement content over Activities. The piece I am struggling with is if we use Activities (specifically the Task option for past, future, current notations) as the notation tool then system and user generated entries would be contained in one consolidated area under Activities.
Any suggestions or added benefits for using the Notes section instead of Activities for user entered notation entries?
The best practice is to enter this kind of information into an activity record despite notes being a quick and easy option. Actions such as tasks, emails, phone calls, and appointments should not be added as notes.
Below is a list of downfalls to using notes:
I believe that to avoid cross-contamination you should use Notes for notes, and Activities for activities. I tell my users that Activities are contextual and Notes are commentary on specific records.
Here's my direct response to your questions
You said, "use Activities (specifically the Task option for past, future, current notations) as the notation tool then system and user generated entries would be contained in one consolidated area under Activities."
You asked: "Any suggestions or added benefits for using the Notes section instead of Activities for user entered notation entries?"
Scenario: Proposal with a discount
This would be a healthy and informative timeline.
more note examples:
I worry I gave too long of an answer. TLDNR? Let me know if this was helpful. Cheers
Thanks for the insight. It is helpful.
Thanks for your response. It'll be good to weigh these options.
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