Hello!
I see that the profiles have options for tags and properties but I’m wondering if there is a free text note field, for example, “I met Jill Smith at the annual spam eating contest.” Any ideas?
Thanks!
Lora
Hello!
I see that the profiles have options for tags and properties but I’m wondering if there is a free text note field, for example, “I met Jill Smith at the annual spam eating contest.” Any ideas?
Thanks!
Lora
Best answer by David To
Hello
Love the example you gave!
Although there isn’t a free text note field, I’ve seen a number of members simply using a custom profile property for this exact purpose.
In another case, I’ve also seen members pass a custom event just to keep track of their notes and correspondence. The notes for the interaction would be stored as the event metadata. This allowed them to go back and see a historic timeline of the notes and interactions.
David
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