Preset Notes

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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 - 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 delete or edit existing notes or create new ones.

(C) Search - If 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 you 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) and 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.

(H) Description - Enter 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 Response Notes Setup list.
(J) Cancel - Click to discard any edits you've made and return to the Response Notes Setup list.

Create a Note

(K) New - Click to open the New Response Note window where you can create the note.

(L) Description - Enter the description that will appear for use in the system. 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.
(M) Save - Click to save changes and return to the Response Notes Setup list.
(N) Cancel - Click to discard the new note and return to the Response Notes Setup list.