Predefined notes allow you to quickly insert standardized text (such as the outcome of a call) without having to type it every time.
Procedure to Insert the Content of a Predefined Note
This procedure applies when you are adding a new note or a history event for a client.
1. Locate the note input area. Next to the main text field, look for the button for predefined notes.
2. Click on the Predefined Notes button (identified by the magic wand icon $\text{i}$).
3. A dropdown menu will open listing all configured predefined notes.
4. Click on the name of the note you want to insert (for example, "Call back tomorrow").
5. The system will automatically insert:
- The full content of the predefined note into the main text field of the note.
- The name of the predefined note into the Title field of the event.
6. After insertion, you can edit the note text if necessary before saving the event.
