1.4 Notes Template Maintenance(01040m)

The Notes Templates allow Muli User companies to develop and maintain defaults to guide their staff and to ensure that the required functionality is achieved.

Before deciding to create a note template, you should review the required process to ensure you have the correct template.

You need to ensure your note templates are kept up-to-date as each time a project is created, the blank template (rather than the completed template of the copy from a project) is loaded.

1. Please Choose From
   - Edit an existing note template
   - New note template from empty note
   - Copy an existing note to start a newnote
2. Existing Note Template
3. Note Type 699
4. Description
5. Project
6. Program
7. Who
8. Approval Required 415
   -N No
   -P Perhaps
   -Q Qualified Approval
   -Y Yes
9. Money Fields Allowed - Yes/No
10. Edit Note Text