Tickler - Notes, Task and Contact Management
PortalProdigy provides for the attachment of notes, event triggers and task
assignments to records within many of the systemís features. Special fields
are provided within each note allowing for categorization by status, type,
follow-up date, and delegation contacts so that they may become part of any
assortment of planning, reminding, delegating and task organizing systems
that can be quickly configured to each organizationís private PortalProdigy
installation based on their preference. This feature can function as a
prospecting tool, task assigner, escalation system, relationship manager and
more. An unlimited number of notes can be related to any contacts and
searched and sorted on an assortment of data types.
Tickler Notes feature benefits include:
- Easily assign tasks to system users.
- Share critical information with all team
members, inside and outside your organization.
- Maintains history of administration,
customer support, prospecting and contact activities with specific
- Centrally manage prospecting activities.
- Create reminders and To-Doís.
- Search for note records by contact name,
company name, action taken, follow-up actions, status, prospect type, memo
content, date range, creator and task assignee.
- Create an unlimited number of notes for
Some of the components of the Tickler Notes
- Search Page Fields
First Name Field
Last Name Field
Company Name Field
Contact City Field
Contact State Field
Contact Zip Code Field
Prospecting Type Field
- Contact Date Range Fields
- Contact Time Range Fields
- Follow Up Date Range Fields
- Follow Up Time Range Fields
- Action Taken Field
- Follow Up Action Field
- Follow Up Completed Field
- Follow Up Assigned To Field
- Created Date Range Fields
- Last Modified Date Range Fields
- Created By Field
- Last Modified By Field
- Items Per Page Field
- Tickler Noted Directory Link
- The Search Button