Introduction: Hello, I’m Tony Holowitz, and in this tutorial, I will walk you through the process of entering notes and history in Act contacts. Notes and history are essential features in Act that allow you to record important information and interactions with contacts. Let’s explore how to create and manage notes and history entries effectively in Act.

1. The Purpose of Notes in Act:
   • Notes in Act serve as a way to jot down important information about a contact, such as reminders, details of conversations, or specific instructions.
   • To create a note, simply click on the “Note” icon on the icon bar.
2. Creating a Note:
   • Once you click on the “Note” icon, a pop-up box will appear, allowing you to type in your note.
   • Optionally, you can attach relevant documents to the note for easy reference in the future.
   • After entering the note, click “OK” to save it.
3. Accessing Notes:
   • All notes associated with a contact can be found under the “Notes” tab on the contact’s record.
   • Note that notes can contain a significant amount of information, but it’s essential to remember to check the “Notes” tab to review them.
4. Difference between Notes and History in Act:
   • Act also provides a “History” feature that functions similarly to notes.
   • The “History” tab allows you to record interactions, such as calls, meetings, and to-dos, along with associated notes.
   • Both notes and history can be added to a contact’s record to keep a detailed record of interactions.
5. Clearing Activities and Creating History:
   • When you schedule and complete an activity, such as a call, it is essential to clear it and record it in the history for reference.
   • To clear an activity, click on the activity’s “Clear Activity” option and enter any relevant notes related to the activity.
   • Cleared activities and associated notes will appear in the “History” tab, allowing you to keep track of completed tasks and interactions.
6. Ensuring Easy Access to Important Information:
   • One challenge with notes and history is ensuring that vital information doesn’t get overlooked, especially if multiple users access the database.
   • To address this, consider utilizing customizations in Act to ensure crucial notes and history entries are visible and easily accessible.

Conclusion: In Act, entering notes and history is a powerful way to document interactions with contacts and keep a comprehensive record of activities. While both notes and history serve similar purposes, it’s advisable to use the “History” tab for a more structured approach. By clearing activities and adding notes to the history, you can ensure important information is recorded and readily available for future reference. Remember to explore customizations in Act to optimize your workflow and enhance visibility for crucial information.

If you have any questions or need further assistance with Act, feel free to reach out to me. As an Act certified consultant, I’m here to support and guide you on leveraging Act to its full potential.