Keep everyone one in the loop and maintain interaction filenotes and records. Utilising the inbuilt filenote features everyone in the team can easily view the most up-to-date information about a contact no matter where they are.

Use the Quick Notes feature to set up pro-forma templates to improve information gathering and processes for your team.

The power of filenotes:

• MS Office like interface
• Quick Note templates for consistent filenotes
• Tag filenotes to classify the contents
• Use flags to help identify particular filenotes
• Virtually unlimited size