One new feature we’ve introduced recently allows users to backdate a note entry into Clevertim CRM. The use case is this “A salesman talks to a customer or a prospect on a Friday but doesn’t get the chance to update the CRM until the following week. The salesman wants to have the ability to enter the note as-of a particular date, to make sure the note reflects the conversation had with the customer or lead.
To backdate a note, just expand the note options by clicking on “More options…” (see screenshot below):
This will expand the More options section of the note dialog and you will see the option to “Backdate note ‘as of’ date/time”, which allows you to select the date and time when the conversation in the note took place. See screenshots below:
Once the date and time are selected, just type the note as you would normally and just click “Add this note”. That’s all!