AllClientsTraining Videos

Set Up Your Own Quick Notes

Stop typing the same notes over and over. Learn how to create, change and delete Quick Notes, and use them when you add a note to a contact.

Transcript

Set Up Your Own Quick Notes

Quick Notes save you from typing the same notes over and over. When you add a note to a contact, your Quick Notes are listed on the right. Click one, and its words go right into the note.

Then click Save, and the note is done. To set up your own, go to Settings, then Quick Notes. Click Add Quick Note.

Type the phrase, like Sent a Quote. Then click Save. To change or delete one later, just click it in the list.

Now open your Contact List and pick any contact. Click Add Note. Your new Quick Note is right there, ready to use.