This isn't something new to me but I am ashamed I don't use it more. Infusionsoft has what they call "Note Templates". That's kind of a funny name and doesn't really do justice to what you can do with note templates. It's actually like a macro, or just a way to kick of a whole bunch of repetitive tasks. There are lots of different uses for such great functionality but the other day I just wanted to do one thing.
I was monitoring our support forums because we had made a change in the delivery of our product which required our customers to login to retreive their newsletter. We had many requests for their account information. I set up a note template that emailed them their account information and added a note to their account. This isn't very difficult, but it does take several minutes to select the email template and create a note.
So I created a note template that did both of those things. Now I just click on the note template box and start typing the first few letters in the note template name, which shortly pops up. Tabbing out of the field selects the top one and another tab puts focus on the add note button. Press enter and poof email sent and note created. However long it took before it only takes seconds now.
You can attach any number of actions to a note template. I shouldn't procrastinate creating note templates and I should review the work flow of my staff and save them oodles of time by creating key note templates for them. Not only saves them time but reduces entry errors.