Using predefined notes allows you to quickly enter standardized feedback into the customer's history, ensuring consistency and speed.
Procedure
1. Access the customer's profile and open the window to add a new note or event to the history.
2. In the note addition popup, search for and click the Predefined Notes button (identified by the magic wand icon $\i$).
3. A dropdown menu will open. Click on the Title of the predefined note you want to apply.
4. The Title field and the Note field will be automatically filled with the predefined content.
5. Click on the save button (usually Add Note or Save) to record the event in the customer's history.
