Did you know that most Xplan sites I see have hundreds of unallocated notes? 😱
These are the notes that have been added from outside a client record and forgotten to be linked to a client, the forwarded emails that couldn’t find a matching email address or the notes that have been accidentally unlinked from an entity.
Checking for these regularly should be part of every good site administrators routine activities.
🖥️ Hubs > Notes & Documents > Change your List filter = Unallocated > Search
How often do you check for unallocated notes?
I'm hoping you all just checked then - are you game to tell me how many you had? 😬
