Contact Notes
Contact notes can be added to a contact to create a timeline of events. Pearl will add some notes automatically; for example when an invoice is sent by email to a contact, a note will be added to the contact's notes trail. These notes are not editable, they are for providing a record of events that are not otherwise stored by Pearl. Waiting for payment is an example of a bad note; the information is stored elsewhere in the system, and another note will need to be manually added when payment is made to prevent misunderstandings. “Customer visited office to talk about progress. See minutes file XXX” would be an example of a good note. Notes are automatically tagged with the current date and the administrator name
Call Manager
The call manager is a very powerful tool and ideally it should be used every time you speak to a contact. The call manager icon is available in many different areas within Pearl. Click it to open a window showing the contact details, notes and a call timer. You can set follow up calls or tasks for any member of staff as a result of the conversation. Make detailed notes about any conversation to enable another staff member to make a follow-up call.
Each call is tracked and can be used for reporting later (see Contacts->Call reports for a list of recent calls). You can even raise invoices to bill for time spent on the phone to contacts. Simply create a task/job to call that contact and open the call manager from the 'my tasks and jobs' page. The length of time will be added to the job (you can make multiple calls from that job) from which you can raise the invoice.
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