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By default, when creating a new standard note, the note category selected will be listed in the Category tab of the Standard Note dialog.

  1. From the Note Category list, select the required category.

  2. Click New. The General tab of the Standard Note dialog will be displayed.

  3. Enter the details.

  4. Select the Category tab.

  5. Enter the details.

  6. Click OK. The dialog will close a new standard note will be created.