Set-up a Default Note

Updated 3 years ago by Celina Kwan

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 Address Book, Opportunities, Campaigns, and Customer Service pages.
  1. Select Edit > Default Note.

The Default Note dialog box opens.

  1. Enter the content of the note.
  1. If necessary select a user or group for the Full access and Read access fields, as well as a note category.
  2. Click OK to save the default note.

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