Best practice - show discussions or notes
I'm trying to figure out the best way to use discussions or notes on a contact/project.
For example, let's say I emailed/called a contact and there was a discussion I needed to remember. Before I mark it complete, I put the details from our email/phone call it in the discussion field. Or I could add the email/phone call details as a note.
So I have two questions: One, What does everyone else do?
Two, When I'm revisiting a project/contact I have no way of knowing that I may have added a discussion to a task or notes as neither of these as activities. I've often thought it would be great if when you added a discussion to an activity, Insightly could auto generate a flag so you would know there was something more to read than just the header. Or Insightly could link the discussion field/note field to activity updates and have it say "Discussion added to task" or "Notes added to project/contact" Not having this feature makes the tool very clunky to use.