I'm using Office 2016.
I have all my contacts filed as business names but as I meet my customers and gather their information I want to add an field for buyer's name (cell phone & email if different from the business name) & Owner's name.
How can I set up my contacts to where I can add notes each time I have a conversation with one of my customers so I can refer to our cal. I know I can just write the notes in notes but would love to have a field that I can enter my notes each time I speak to a contacts w/a date. Hopefully this makes sense? I've looked everywhere and can't figure this one out!
I have all my contacts filed as business names but as I meet my customers and gather their information I want to add an field for buyer's name (cell phone & email if different from the business name) & Owner's name.
How can I set up my contacts to where I can add notes each time I have a conversation with one of my customers so I can refer to our cal. I know I can just write the notes in notes but would love to have a field that I can enter my notes each time I speak to a contacts w/a date. Hopefully this makes sense? I've looked everywhere and can't figure this one out!
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