What you can do: Save Notes Templates
Some notes are unique and can be used only on specific occasions for specific clients. Other notes can be very generic and reused across all contacts. You may want to write them in a way so that you can re-purpose and re-use them for different clients. In this case, you can save them to the Notes Library and pull them out whenever needed.
To enter the Library, navigate to the Workspace, select the Contact and Action, and press "Add Notes from Library."
In the Library, you can create new notes by clicking on the green button in the top right corner.
You can sort the notes in Alphabetical Order or by Creation Date by choosing options in the right corner.
In the Library, you can filter the notes by text, as shown below:
You can also filter by topics and tags:
You can add a note by simply clicking anywhere on that note from inside the Notes Library. It will prompt you to fill in the flexible fields immediately, but you can skip to filling them in later.
If you need to add several notes, use select the ones you need and hit "Add Selected Notes" button.
You can edit or delete the notes using the corresponding icons on the right side of each note.
In the Notes Library, by switching over to the "Collections" section on the top left, you can also see and manage your Collections.
Collections are groups of notes.
What you can do: Group Notes Collections are groups of note templates that you have in your Notes Library. You can add as many notes as you want to your Collections, including those that have tags, workflows, and attachments. Check out the video to ...
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Flexible Fields in Notes: Overview
What you can do: Add Information into Note Template If you are adding a note into the Note Template Library, which will be reused for other contacts, you may want to add in flexible fields. Flexible fields consist of data that may change across ...
360 View: Overview
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What you can do: Organize and Search your Notes. Tags will help you keep notes organized by allowing you to categorize your notes, create notes with your voice, and search quickly and thoroughly. By adding a tag, you can quickly search your notes ...