In regards to 'any note added', what if it's a note to schedule contact? Or an account update that had nothing to do with contacting the client or opp?
Suggestion: Maybe there should be multiple fields for this? Last contact, last update, last active?
In regards to 'any note added', what if it's a note to schedule contact? Or an account update that had nothing to do with contacting the client or opp?
Suggestion: Maybe there should be multiple fields for this? Last contact, last update, last active?