A user would utilise the creation of standard notes when looking to streamline processes involving many entries of the same information.
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Please note, this is completed in the Framework Administration Application, NOT the Administration module of Framework ECM.
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The creation of standard notes takes place within the administration |
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application of Framework. To create a standard note, open Framework Administration and navigate to |
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Communication on the |
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side bar. Select the 'Std. Notes' folder.  This will take you to a new screen. |
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Next, click on ECM CRM - Follow Up Instructions (or your desired notes category) and select new to create a template for this section. You can also edit other 'notes' categories within this section as you require.
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Once created, the standard |
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Step One:  Step Two:  comment will be available in Framework ECM for the respective category (e.g. standard ECM CRM comment).
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