Question
- How can I create a Note template to use in Quick Add notes?
- How can I create pre-filled Notes?
Answer
Standard Notes are a feature that can be used in the Quick Add notes feature within your DASH environment (Quick Notes can be accessed from the + symbol on the right-hand side of any DASH web page). Standard Notes allows you to pre-fill out a Quick Add Note with information or a template that makes adding recurring notes easier.
To create new Standard Notes:
- Hover over Administration > click on Company Settings
- Click on Standard Note
- From here you can add, delete, or edit Standard Notes
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