Note Templates


  1. Video Instruction


    2. If you cannot see the video above click here.

  2. Set Up

    1. New Note Templates can be created in the Value List section of the Admin module.
    2. Select the button labeled Note Templates
    3. Along the right-hand side of the window select the blue down arrow to add New
    4. In the dialog box enter a title for the Note Template
      1. This title is what is displayed in the drop-down when selecting the desired Note Template to a Proposal, Order, or another Note field in the system.
    5. In the Template Text Box add the desired text.
      1. This is the actual text that will populate in the Notes field.
    6. Select Return when you are finished entering the text.
    7. The Note Template will now be available for use.

  3. Populating a Note Template in a Note field.

    1. Select the magnifying glass where available adjacent to the Note field.
    2. In the Notes pop-up window click into the Choose Note Template Name field to populate the drop-down of all existing Note Templates.
    3. Select the desired Template from the drop-down list.
    4. Click on the blue down arrow next to the Choose Note Template Name field to populate the text into the Notes dialog box.
      1. After populating the templated text to the Notes dialog box if desired you can select additional templates to populate/stack into the field if applicable.
      2. You can also click into the Notes dialog box and manually enter text if desired.
    5. Click on the Update button at the bottom of the pop-up window to return to the Entry or Profits layout that you were on before entering the Note Template.  
 
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