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Rich text Meeting Notes - best way to store them?

Kristjan Geir Mathiesen

Hi all

So, some of the employees take notes in OneNote, others in Microsoft Word, etc. What has worked good for you guys as far as rich text meeting notes?

Do you create a custom field or ?

Thanks,

KGM

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    Note taking is an interesting one as it can be a very personal thing, and I am loathe to try and change something so ingrained into our habits without an appropriate sweetener. Before you get to Word/OneNote, lets start with the more basic digital divide: those who write in notebooks and those who do not.

    It is worth considering that those who write in notebooks need to share their notes - so will either photo/scan, or type a digest in afterwards.

    Those who are digital to begin with are usually writing in OneNote/EverNote/Apple Notes because it links to other devices they already use, and lets them categorise/tag in a way they can find the notes afterwards. 

    The question becomes: what do you bring back into the CRM?

    I've had good success with users summarising their notes to a digest in the CRM, and providing a link out to the externally hosted note content (whether an upload of a photo, or a link back to OneNote share link etc). Given that the content in the CRM in this case is just a digest, keeping it in plaintext is fine, and the only actual change you make to the system is the addition of a URL field.

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  • 0 Sugar Employee Badge

    Note taking is an interesting one as it can be a very personal thing, and I am loathe to try and change something so ingrained into our habits without an appropriate sweetener. Before you get to Word/OneNote, lets start with the more basic digital divide: those who write in notebooks and those who do not.

    It is worth considering that those who write in notebooks need to share their notes - so will either photo/scan, or type a digest in afterwards.

    Those who are digital to begin with are usually writing in OneNote/EverNote/Apple Notes because it links to other devices they already use, and lets them categorise/tag in a way they can find the notes afterwards. 

    The question becomes: what do you bring back into the CRM?

    I've had good success with users summarising their notes to a digest in the CRM, and providing a link out to the externally hosted note content (whether an upload of a photo, or a link back to OneNote share link etc). Given that the content in the CRM in this case is just a digest, keeping it in plaintext is fine, and the only actual change you make to the system is the addition of a URL field.

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