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:
assign tasks to system users.
history of administration, customer support, prospecting and contact
activities with specific individuals.
reminders and ToDoís.
for note records by contact name, company name, action taken, follow-up
actions, status, prospect type, memo content, date range, creator and task
an unlimited number of notes for any contacts.
Some of the components of the Tickler Notes feature,
discussed in detail in this chapter, are:
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
Follow Up DateRange Fields
Follow Up TimeRange Fields
Action Taken Field
Follow Up Action Field
Follow Up Completed Field
Follow Up Assigned To Field
Created DateRange Fields
Last Modified DateRange Fields
Created By Field
Last Modified By Field
Items Per Page Field
Tickler Noted Directory Link
The Search Button
This chapter presents a detailed examination of the Tickler
Notes interface and its functionality.†
The Tickler Notes feature allows your organization to centrally manage