Creation of Standard Notes
A user would utilise the creation of standard notes when looking to streamline processes involving many entries of the same information.
Please note, this is completed in the Framework Administration Application, NOT the Administration module of Framework ECM.
The creation of standard notes takes place within the administration application of Framework.
To create a standard note, open Framework Administration and navigate to Communication on the side bar. Select the 'Std. Notes' folder.
This will take you to a new screen. 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.
Once created, the standard comment will be available in Framework ECM for the respective category (e.g. standard ECM CRM comment).
