Digital File - Contact Notes

Contact Notes are useful for documenting conversations with the contact or work done on a contact's file. This way, if a new employee is hired and assigned the Jones' case, he or she can review the file, including reading the contact notes, and virtually pick-up where the last employee left off.

To add a new Contact Note, do the following:

Open a contact's digital file.
Select the Contact Notes folder in the left pane as your destination folder for the note. A Contact Notes folder is automatically present in each contact's digital file.
Click the New Contact Note toolbar button or use the right-click menu selection (New/Contact Note).
Enter the description and contents of the note and click OK.

When adding a Contact note, there is an option to enter a Follow-up Date. Adding a date to this field instructs the ShareVantage system to deliver an automatic reminder, with links to this Contact and the Contact Note, to your ShareVantage Messenger or by email (the links will only work if the message is delivered via Messenger).

To have these Follow-Up messages sent via Messenger, make sure the ContactManager menu's Send Alerts Via Messenger option is CHECKED. To have these messages sent to your preferred email address, UNCHECK this option.

The Contact Note will be saved to the selected folder.

To edit a Contact Note, simply double-click on the Contact Note to open it, edit the desired fields, and click OK

Contact Manager Users Guide