You can add standard notes to fields in the system using the Standard Note Copy
form.
You must create a standard note in the HQ Standard
Note form.
Access this form by right-clicking in a field that
has the standard notes feature and selecting Standard Notes from the context
menu.
-
In the field you want to add the standard note to, right click and select
Standard
Notes from the context menu.
-
In the Standard Note to
Copy field, press F4 to select a note from a
list.
Note: To create and use a new standard note, press
F5 in the Standard Note To Copy field to
open the HQ Standard Note form.
-
Click OK. This
will close the form and populate the standard note in the selected field.
