What are you using to capture collection call notes? Just plain old user notes or something else?
m
MySuite
10/30/2020, 3:28 PM
Phone Call records?
☝️ 1
n
Netsuite Tragic
11/03/2020, 9:03 AM
@pen one I have one client that uses a Custom Transaction Body field. This allows them to use a call list of SO and inline edits. Saves time loading records.