Settings and activity
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8 votes
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6 votes
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53 votes
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3 votes
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8 votes
An error occurred while saving the comment Jeremy Shieh supported this idea ·
An error occurred while saving the comment Jeremy Shieh commented
Never thought about this, but if there was a simple report that had the notes, schedule alerts, appointment notes, time stamps, etc at the easy; then businesses could be more responsible and make sure that we are getting to anything that hasn’t been taken care of.
For instance I could add to SOP, once a week check all added notes of the last week and check that clients received whatever was needed. Once a month check everything that may need to be carried. During both of these checks, delete anything that is taken care of. #letsCleanUpOurOwnDatabases :P
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3 votes
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5 votes
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2 votes
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4 votes
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5 votes
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4 votes
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5 votes
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8 votes
Jeremy Shieh supported this idea ·
Otherwise these (sometimes) important notes go unnoticed by management and is often not acted upon.