Quote:Currently in Q&A, our call management software uses the Calculation button to manage a series of 12 date/note lines. Each time F8 is pressed, the notelines are shoved down one, leaving the top line free for the newest update on a client.
Chekyboy,
I have been playing with a notes database similar to what you are talking about. Have you thought of other features that you will implement into yours like some canned notes or time date stamping or? I would love to hear how you plan on using yours. I find that I learn great ideas and solutions from learning how others use similar products.
In testing one of the problems I found was that there needs to be more then one level of notes. For example your call center reps are just entering standard notes that sort in reverse order. But what happens when a manager needs to put in a note that has a more important value like Never call this client or Cash upfront only.
You would want these types of notes to be sticky and always be on top.
The solution we found was to have 2 notes databases, with the subform of the management notes directly above the subform for standard notes. The standard notes sort in reverse order but the mgmt notes stay at the top.
We also put an element called NoteType in front of the multiline text element that contains the note that needs to be filled before you can enter the note. Based on this element we use @color to signify the type of note. A collectors note is in red, Customer service is blue, accounts receivable person notes green etc.
I have plans in the future to try and create different command buttons that will sort the notes based on department (NoteType) so if a user for simplicity purposes only wanted to see collections notes grouped together with a push of a button they could.