Where is the best place to record details of communications with a client?

Partner Kay_Shiffers
1 Post
Partner
Australia

Where is the best place to record details of communications with a client?

I would like to start recording details of telephone communications had with our clients. Im not sure whether to use the notes on the main page and create a new line for every communication or to have one note for all communications and itmised within.?

1 REPLY
Trusted Partner JamesD
46 Posts
Trusted Partner
Australia

Re: Where is the best place to record details of communications with a client?

I tend to like using Practice Manager going to the Main page and create a new line for most records using the Notes section there.

 

However, if a note is an ongoing task, I add more details to the top of the note as required and the old details push down.

 

I wish more of the notes could easily be put in the Documents tabs but no luck for me on that one.

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