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Forum: [UR] User Tips, Tricks and Samples 11-08-2007, 05:14 PM
Replies: 3
Views: 8,315
Posted By janrif
Sure it helps. Question. Where would you store...

Sure it helps. Question. Where would you store mtg notes or telephone notes.

And could you explain "even better, add this to the contact template" this a bit more. How does user add an automated...
Forum: [UR] User Tips, Tricks and Samples 10-29-2007, 08:29 AM
Replies: 3
Views: 8,315
Posted By janrif
workflow//usage question for everyone

So you have your list of contacts and you set an appt w one of them, do you:

(1) create a task child item so you can eventually click on the contact & see all your activity as a list

or do...
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