In addition to details you may find in Activities or Reports tab, Notes provides high-level visibility into notes documented from the reps within your reporting hierarchy.
These fields include:
- LAST ACTIVITY
- NEXT ACTIVITY
Each column can be sorted in ascending or descending order. Each column can also be filtered independently, so that you can zoom in easily on notes by a particular user, for a specific physician or facility (if associated) or on a specific date/time.
Profile pages are available for any associated Facility or Physician. Clicking a hyperlinked profile will take you to the details for that record. For more information on Contact and Facility profiles details, click here.
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