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Tickler - Notes, Task and Contact Management

PortalProdigy provides for the attachment of notes, event triggers and task assignments to records within many of the systemís features. Special fields are provided within each note allowing for categorization by status, type, follow-up date, and delegation contacts so that they may become part of any assortment of planning, reminding, delegating and task organizing systems that can be quickly configured to each organizationís private PortalProdigy installation based on their preference. This feature can function as a prospecting tool, task assigner, escalation system, relationship manager and more. An unlimited number of notes can be related to any contacts and searched and sorted on an assortment of data types.

Tickler Notes feature benefits include:

  • Easily assign tasks to system users.
  • Share critical information with all team members, inside and outside your organization.
  • Maintains history of administration, customer support, prospecting and contact activities with specific individuals.
  • Centrally manage prospecting activities.
  • Create reminders and To-Doís.
  • Search for note records by contact name, company name, action taken, follow-up actions, status, prospect type, memo content, date range, creator and task assignee.
  • Create an unlimited number of notes for any contacts.

Some of the components of the Tickler Notes feature are:

  • Search Page Fields
     First Name Field
     Last Name Field
     Company Name Field
     Contact City Field
     Contact State Field
     Contact Zip Code Field
     Prospecting Type Field
     Notes Field
  • Contact Date Range Fields
  • Contact Time Range Fields
  • Follow Up Date Range Fields
  • Follow Up Time Range Fields
  • Action Taken Field
  • Follow Up Action Field
  • Follow Up Completed Field
  • Follow Up Assigned To Field
  • Created Date Range Fields
  • Last Modified Date Range Fields
  • Created By Field
  • Last Modified By Field
  • Items Per Page Field
  • Tickler Noted Directory Link
  • The Search Button
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