The History section within your system contains a comprehensive record of all activities related to an account. It includes notes, documents, phone messages, follow-ups, and status changes created by users, providing a detailed account of how the account has progressed through your system.
When dealing with contacts, it's important to ensure that you save only the notes and documents that directly impact the contact itself. Avoid including notes or documents that are specific to a particular project within these sections. Users typically do not refer to the history of a contact for project-related information.
By keeping project-related notes and documents separate from the contact history, you maintain a clear and organized record of interactions and activities associated with the contact. This allows users to easily access relevant information when needed and streamlines the process of managing projects separately from individual contacts.
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