The history History section within your system contains all records created by users that show 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 gone progressed through your system including Notes, Documents, Phone Messages, Follow-Ups and Status Changes.
With When dealing with contacts, you want to be sure to only save it's important to ensure that you save only the notes and documents that affect directly impact the contact itself. Do not put Avoid including notes or documents that would affect a specific project into are specific to a particular project within these sections. Users will not be looking in typically do not refer to the history of a contact for anything related to a project.
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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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