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Can you make a templates for Notes?

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New Member
Posts: 60
Country: USA
Accepted Solution

Can you make a templates for Notes?

After I get off the phone with a client I always type a note. Can you make a template for a note?  It would be something simple like a table.
Thanks!


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Solution
Accepted by topic author rocketmcs
‎10-10-2019 06:19 AM
Copper Elite Contributor
Posts: 124
Country: Germany

Re: Can you make a templates for Notes?

In notes, no. But as a woraround you could create an adt. template which you could use ti include the stuff you want and then copy&paste it to notes...
Jan Teske
ACC
jbt consulting

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Solution
Accepted by topic author rocketmcs
‎10-10-2019 06:19 AM
Copper Elite Contributor
Posts: 124
Country: Germany

Re: Can you make a templates for Notes?

In notes, no. But as a woraround you could create an adt. template which you could use ti include the stuff you want and then copy&paste it to notes...
Jan Teske
ACC
jbt consulting
New Member
Posts: 60
Country: USA

Re: Can you make a templates for Notes?

That's what I've done but ACT won't even take a Word table so I have to FIRST paste everything into Powerpoint as a picture THEN paste the picture into a note. UGH!!!!

 

I was a beta tester for the very 1st version of ACT in abut 1985. It ran in DOS. It's basically still the same program. They'll never update it, they can't, it will break all the add-ins the VARs have written over 30+ years. ACT has painted themselves into an obsolesce corner as their market share shrinks. Pity.

 

Thanks!