Team Notes

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:

• DATE
• NAME
• NOTE
• LAST ACTIVITY
• NEXT ACTIVITY
• AUTHOR

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.