I’m a big fan of using ACT’s history tab instead of the notes tab for recording information about a contact.
A few ACT versions back, ACT introduced an appointment option when recording a history. When I record a history, I usually am making a call, but appointment is the default. Exponenciel has many great ACT tools and this tool solves the default option problem and it’s free. Download it here: http://www.exponenciel.com/actaddons/actaddon.aspx?ID=131
TONY HOLOWITZ: ACT CERTIFIED CONSULTANT | 781-728-9777