Notes
Notes vs interactions
Notes and interactions serve different purposes:
Notes
Interactions
Purpose
Ongoing information to remember
Events and conversations that happened
Editable?
Yes, staff can edit the title or text
No, permanent once saved
Examples
”Allergic to peanuts”, “10% discount agreed"
"Called to discuss renewal”, “Incident report filed”
Use notes for information that may change or need updating over time. Use interactions to create a permanent record of something that happened.

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