We have started to use actions to plan for an upcoming campaign. I am wondering where others have entered notes concerning the action (email, coffee, lunch, sending a personal note)? Do you enter the note in the note section of the action, under the Notes tab, or both? We are struggling with making a decision on this.

Thanks!
Kacie 

If the note is specific to a particular action, then you should add it to the Notes tab of the Action.  If it's a general note not associated with a particular action, then add it to the General notes tab.

Right, that's the best way to use it. A word of warning: Make sure your staff know the distinction! i found that some staff were transcribing entire phone conversations into the action notes, burying important personal information rather than putting information on the general notes tab. Their logic followed the line of thinking that 'I learned in in this phone call, so I will put this information under this phone call record." They were not thinking long term, about how the next staff member would be able to find the data. Make sure your action notes are relevant to THAT specific action only.

There was a discussion about this recently...search for the thread "Action tab vs. Notes tab"