The Standard Note screen allows for the creation of predetermined statements that are commonly used in comments, alerts, and follow up items. This allows for greater efficiency and consistency in entering regular information.
Example:
A note category called Logistics - Message Subject may contain a list of standard notes that includes:
- Please call
- Contact client
- Contact supplier
or
A note category called CRM - Comments may contain a list of standard notes that includes:
- Call client
- Call finance institution
- Call supervisor
...