06-30-2010 07:46 AM
Is it possible in ACT 2009 to create a template for adding a note? For example - I'd like to click to add a new note or a new history that has a number of headings under which I could record information.
Is this possible to create? The only other thing I can think of is to amend a document template and record information in this, print and choose the record to history - only draw back with this is that I'd have to go into each document to see content. Also if I could record into Notes then I would be able to run a report from a look-up to show the notes from multiple contacts.
Also - can you email a note or history item?
Please can you offer any advice?
06-30-2010 08:36 AM
There isn't any way to create a template like that. However, I use a small Windows addon that would give you capability to keep from retyping repeated text every time. It's call Type It In from a waveget.com. It was originally for inserting reerated text in a document but you can also record keystroke macros with the utility.