Topics started by Nikki Diddens

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Nikki Diddens
Beginner
Nikki DiddensBeginner
asked in Share Tips & Best Practices

Best Practice to capture notes

I am curious on how everyone captures notes during an unexpected phone call or meeting?  We use google docs to take notes and then add them to our client’s timeline, but I struggle when a client calls and I do not have our note section open.  I end up writing it on a piece of paper and that does not always get attached to the karbon work for me colleagues to see.  What are some options that you use?

5
Julie Lepper
Beginner
6 months ago

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