Hi there.

I have a question for those people who are using RE ver7.85. I understand that in the Actions window, there are now 3 tabs, including a seperate tab for Notes - and that this tabs is similar to the 'Notes' tab in that you can select a Notepad type from a drop-down list? If this is the case, it would be very helpful to know how other people are using this - whether you use types like 'Meeting Report', 'Next Step', 'Prospect Meeting', etc. Would be interested to see how people are using this and what sort of notepad types you are using.

Thanks for your help,

Adrian Williams

Hey Adrian,

I'd recommend looking at Rebecca Schafer's Action Entry and Reporting shared document. Also, check out all the posts with the action notepads tag.

Hope this helps!