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Adding follow-up notes to a Meeting/Appointment

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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!


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