Note Templates
Prepared note bodies an administrator maintains centrally, so the same wording is available wherever notes are written.
Who Can See It
Section titled “Who Can See It”Administrator only.
The List
Section titled “The List”| Column | What it shows |
|---|---|
| Name | The template |
| Category | How it is grouped |
| Note Type | What sort of note it produces |
| All entities | Whether it applies to every record type, or named ones |
| Fields | The placeholders it fills in |
| Preview | The body it produces |
| Active | Whether it is offered |
Actions
Section titled “Actions”| Action | What it does | When it is offered |
|---|---|---|
| Create | Adds a template | Always |
| Edit | Changes one | From the row menu |
| Delete | Removes one | From the row menu |
States
Section titled “States”- Empty - the list says what it is for and offers Create.
Related: Users