We track visits/contacts by actions in RE. In addition to the notation of a contact as an Action we also create what we call "contact reports" created in Word. A paper copy of this is filed in the personal paper folder. My question is rather than actually attaching the Word document to the action (which I understand is possible) we were considering copying and pasting specific paragraphs from a contact report into the Notes field of the action. Sometimes these reports can run rather long (up to 1 entire typed page). I manage over 100,000+ very detailed active records so I am wondering if this would be practical or if we should continue to summarize the visit in the action notes? Any thoughts?

Thanks for any advice you can provide. Donna

What is the motivative for getting this information on RE?  If the aim is to be able to run a report about these visits from RE with the full contact notes, then the actions notes would be the best place as you can export this data.  However, if you just wanted to be able to store the data, then a word document linked to the action would work fine.  What is it you are hoping to achieve with this change?