Accounts vs. Contacts: Getting the complete picture
Accounts act as a central hub for information, to make the most out of calling on facilities or physicians. When users create sales calls with contacts that are not associated to an account, the notes for the call will only reside in two places: the calendar, and the Contact Details. When contacts are associated with an account, viewing only the Contact Details can show an incomplete picture of what's happening at a facility and not report the user's return of investment of their time.
Below are two screenshots taken from details of a contact. The top image shows the Monthly Events for roughly the past 90 days, while the bottom image shows the Historical Call Notes for the same period.
The major difference between the Monthly Events and Historical Call Notes are the details that are shown. The Monthly Events show more information about the event itself (who attended, what kind of meeting it was, the account that it is associated with, etc.), while the Historical Call Notes simply provide a quick way to revisit what might have been discussed or observed during prior calls.
Looking at the same fields that are contained in the associated account (both of the above images), it should be noted that the contact's information was not providing a complete view of all of the activity on the account. Again, the Monthly Events are shown in the top image, while the Historical Call Notes follow.
To view as much information as possible, it is suggested to refer to the account whenever possible providing the best insight into each facility.
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