The purpose of this guide is to explain how to create a list of Preset Notes which assist your users with quickly adding common notes to a record.
Note
Italicized terms represent clickable icons on the specific screen being discussed.
Terms in blue are links to additional information about the described functionality.
You must be signed into the Web Client as an Administrator to access the Settings icon and manage preset notes.
Access
- (A) Settings icon - Click to access all your available administrative settings.
- (B) Preset Notes - Click to access your Response Notes Setup list where you can view your entire list of preset notes and create, edit or delete existing notes.
- (C) Search - If your list is long and you know the note you wish to edit, you can enter its name here. The list will dynamically update based on what is typed.
Delete a Note
- (D) Select Note(s) - Can you either select individual notes by checking the box next to a note or select all the notes in the list by checking the (E) global box at the top.
- (F) Delete - Once at least one note has been selected, this will become enabled. Click this to delete your selected notes. This will remove them from availability when users select the dropdown in either the Lead or Customer card.
Edit a Note
- (G) Edit - Click the specific note you want to edit.
- (H) Description - Click to edit the description. This is what will appear for use in the system for users.
- (I) Update - Click to save changes and return to the list of Preset Notes.
- (J) Cancel - Click to discard edits and return to the list of Preset Notes.
Create a Note
- (K) New - Click to open the New Response Note window and create a description.
- (L) Description - Enter the description that will appear for use in the system.
- (M) Save - Click to save changes and return to the Preset Notes list.
- (N) Cancel - Click to discard the new note and return to the Preset Notes list.
