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The purpose of this guide is to explain how to create and edit Preset Notes which can assist your users by allowing them to quickly add 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
the complete list of existing Preset Notes.
your Response Notes Setup list where you can view your entire list of preset notes and delete or edit existing notes or create new ones.
(C)Search -
Click and search by descriptionIf your list is long and you know the note you wish to edit, enter its name here for a more efficient way to find a note. The list will dynamically update based on what
is typedyou type.
Delete a Note
(D)Select Note(s) - You can select either individual or multiple notes by checking the box(es) next to a note or select all the notes in the list by checking the (E)global box at the top of the list.
(F)Delete - After selecting at least one note, this will become enabled. Click this to delete your selected note(s)
Edit icon - Clickand they will no longer appear for use in the Quick Responses dropdown in either a Lead or Customer card.
Edit a Note
(G) Edit - Click the pencil that corresponds to the specific note you want to edit.
(
EH) Description -
Click to edit the description. This is what will appear for use in the system.(FEnter the updated note. Keep in mind that this is meant for users to quickly select from. It should be general enough so that it can be used in a few different (similar) scenarios but specific enough to describe an action taken by a Lead or Customer.
(I)Update - Click to save changes and return to
the list of Preset Notesthe Response Notes Setup list.
(
GJ)Cancel - Click to discard any edits you've made and return to the Response Notes Setup list
of Preset Notes.
Delete an Existing Preset Note
Create a Note
(
JK)New - Click to open the New Response Note window
and create a descriptionwhere you can create the note.
(
KL) Description - Enter the description that will appear for use in the system.
(LKeep in mind that this is meant for users to quickly select from. It should be general enough so that it can be used in a few different (similar) scenarios but specific enough to describe an action taken by a Lead or Customer.
(M) Save - Click to save changes and return to the
PresetResponse Notes Setup list.
(
MN) Cancel - Click to discard the new note and return to
the Presetthe Response Notes Setup list.
