Have you ever wished there was an easier way to view the most relevant
and critical aspects of a contact "instantly"? Now there is with Smart
Notes for ACT! Smart Notes acts as a 'pop-up alert' system inside
ACT! that gets your attention fast. This program allows you to
individually attach one or more "virtual sticky notes" to a contact so
that either you or other ACT! users will see the note and its message,
such as "VIP account", "HOT lead", "Cash only", etc.
Better yet -
it's 'smart'! You can use your ACT! database fields to define certain
"conditions". When you open a contact record it will look at the
designated field(s). If the information in the field(s) matches the
condition, a "sticky note pop-up alert" will appear on the screen,
instantly alerting you. It's a great way to quickly attach individual
pop-up alerts to multiple contacts that meet the same conditions!
Examples include: "Has a balance due that is > 500", "Credit hold",
"A call is overdue", "Missing signature" and much, much more.
