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Notes Template

New Member
Posts: 7
Country: UK

Notes Template

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.

 

Meeting/Call objective:

 

Meeting/Call results:

 

Next actions:

 

 

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?

Thanks!

Platinum Elite Contributor
Posts: 6,668
Country: USA

Re: Notes Template

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. 

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
New Member
Posts: 7
Country: UK

Re: Notes Template

Thanks for the advice. I will give that a go. Smiley Happy