BigContacts Product News

Text Editor helps better document Contact Management history

  

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At BigContacts, our web based contact management software has always offered an easy-to-use, yet robust set of tools for documenting your meetings, notes, tasks, and calls with clients and prospects. 

Based on feedback from subscribers, we decided to enhance your ability to document and store information about your contacts.  There are two important enhancements that have been made that we want to point out here.  

1)  Notes that are written and Calls that are logged in a contact record are now permanently recorded and cannot be later edited. With ever increasing demands for data integrity and documentation it is no longer possible to comply with current data standards while allowing notes and calls to be edited. Each note or call that is logged in your system contains a date and time stamp - allowing one of your users to edit this information after the fact diminishes the integrity of your data. As the date and time noted in the record are no longer valid.

If you currently edit your notes and calls after the fact - we encourage you to create a new note for any subsequent information that you wish to add to that contact record.  This will ensure a very accurate accounting of your notes and history in the future and can actually protect you should you ever need this important accounting/ time line to accurately track the activity of an employee, or need an accurate accounting of interactions with a client or prospect.

2) The next time you use the "write a note" or "log a call"functions in the contact record, you will see the same rich text editor that we offer in our email module.  This new enhancement will give you much greater flexibility to store different forms of information.  No longer are you restricted to text only notes and history. 

Some of the more common uses we think we will see with this new tool might be to:

• Embed website links in your notes that refer to information pertinent to a call or meeting that was held

• Link to and display images/photos from the web that may be helpful for later reference

• Embed a video for easy access and playback as needed

• Insert a table to more effectively display a set of important numbers

• Insert pure HTML  You can get fancy and paste in full HTML to reproduce and store any HTML document you wish to embed directly into your notes

• Use rich text You may simply want the ability to bold, bullet point, number , underline, or even change the color of your text for more emphasis on certain parts of your notes

These are just a few of the many uses for this new text editor.  We hope you fund this to be useful to you in your day-to-day efforts to better manage your contacts.  I look forward to hearing your ideas for using this new tool.

NOTE:  We will be releasing a video on this to show in greater detail how each of these new functions will work and how they will look when viewing them in the history section of your contacts record.

As always...stay tuned for more enhancements as we are about to release a new "User permissions" and "Team Management" module that we think you will really like.

Please feel free to comment here or send us an email at support@bigcontacts.com with any questions you may have on this article or any other aspect of BigContacts.