If I get an unexpected call from a contact and I want to place the specifics of that conversation into the contact's file as a new note WITH date and time, where is this done at? Also need it to be accessible when I pull up that contact.
Hi @Ben Alford , I've seen customers commonly do this 2 ways:
1) Use a 'Log a Call' quick action, which under the covers creates a completed task. You can put the specifics of your conversation in the task description field. At save time, the due date will have date resolution. For time resolution, you'll want to expose either last modified date or created date.
2) Creating a Note might meet your use case as well. Notes can be related to Contacts, and be configured to appear as a related list. The Notes UI will show you the last modified date. This could be useful if you want a richer note capture experience.
