Hi All,
What is the typical best practice for adding notes to a Meeting or Appointment , after the meeting? I know when a Appointment synchronizes to C4C from Outlook, the body of the email gets stored in the Notes field.
If I wanted to associate meeting minutes or follow-up notes to the meeting (visible internally to my company only), how should I add them? I see there is an Attachments tab in the appointment but I want to ensure that anything I add after-the-fact does not get synced back to my Outlook client and then possibly sent to the client by accident!
How have you approached this?
Thanks!