A user would utilise the creation of standard notes when looking to streamline processes involving many entries of the same information.
The creation of standard notes takes place within the administration application of Framework.
To create a standard note, open Framework Administration and navigate to Administration on the tool bar, then to CRM, then select standard notes.
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.
After you have created the standard note template, you should be able to select it within the respective field in Framework.
Visual Representation
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