You can create default notes for different types of entries. Default notes are specific to the current user. The content of the default note automatically appears when you create a new note. The Full access; Read access; and Category fields can also have default values.
You can add default notes in the Contact List; Accounts; Campaigns; and Client Service pages.
- Select Edit Default Note.
The Default Note dialog box opens.
- Enter the content of the note.
- If necessary select a user or group for the Full access and Read access fields; as well as a note category.
- Click OK to save the default note.