One of my favorite uses of the notes field - assigning tasks to other staff
members.
There's no "auto-tickler" system in ebase, but you can make a note, then
assign a task related to the note, and assign a staff person to complete the
task. (First you have to have a complete staff list, which you can modify
from the admin/2 screen.) Then, staff can come in and runa report from the
Ouput screen to see tasks assigned to them.
So, for instance, if I work in the development dept. and I call a prospect
who has questions about program that I can't answer, I can make a note in
the prospect's record, and assign a task of calling the prospect with the
answer to a program staffer.
A little clunky in that you have to run the report to get your list of
constituent related to-do's, but cool I think.
Holly Ross
Consultant
TechRocks
mailto:[EMAIL PROTECTED]
p) 212.812.4293
http://www.techrocks.org
> -----Original Message-----
> From: Matt Grosso [mailto:[EMAIL PROTECTED]]
> Sent: Friday, July 20, 2001 2:39 PM
> To: TechRocks Support
> Subject: [support] "Notes"
>
>
> Ok everyone, this may sound like a dumb question but what is the "Notes"
> section of Ebase for? I have just sort of avoided it for a while
> now and I'm
> curious how I could be using it to my benefit. Anyone who knows how to use
> it, I would love to hear.
>
> Matt
>
>
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