ACTIVITY NOTE
The note section within an activity should date, time and put the username of the user leaving a note. For one activity 3 users may need to leave notes at different times and that would be nice to not have to type in the date and your name after each and every note within the activity.
Tiffany
shared this idea
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Teresa Gately
commented
We added "hotkey" and use CTRL - J to add our initials and date/time. (CTRL-J was what our old CRM used)
Get the hotkey at autohotkey.com
Below is our "program"
Right click on the hotkey icon on your desktop
Edit with notepad
Copy the script below, replacing my initials with yours (bolded just to show you where – you do not have to bold)^j::
FormatTime, CurrentDateTime,, M/dd/yyyy hh:mm tt
SendInput, TG %CurrentDateTime%
returnTo keep you from having to double click the script icon every morning, you can put it in your startup folder for it to run automatically. Here are the steps to do that:
1. In the bottom left search bar next to the Windows icon type the word “run” (run app should come up)
2. Go ahead and select the “Run app”, (Now you will now see a dialog box next to the word “Open”)
3. Type the following in the box: “ Shell:startup” (without quotes) and click OK (the startup folder should now be open)
4. Go to your script icon and left click it (to pick it up) and move it into the startup folder that was just opened.
5. Once you see your script file name in that folder, go ahead and Close that window (x).
6. To test that it is working, simply restart your PC, and try the Ctrl J in Redtail without double clicking the icon prior.
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Curtis Ware
commented
This is automatically done when using Linked Notes inside the Activity instead of adding notes in the Description box.