Instant Message Quick Notes

Creating, Editing, Deleting Quick Notes

For frequently-used text messages users can create Quick Notes, then use these to populate the Message box with a few quick clicks.

1. On the Instant Message window, highlight an existing Quick Note and click the E¦D/Edit button or click the +1 button to create a new Quick Note

2. Type a Description (a name to appear in the Quick Note list)

3. Optionally specify a Type. This enables users to filter the Quick Note List by this Type to quickly locate this Quick Note.

4. Type the Quick Note text, with a maximum of 1000 characters then Click “OK” when finished.

Open

To delete a Quick Note Select the Quick Note in the list, then click the Delete (bin) button

Creating, Editing, Deleting Quick Note Types

You can no longer edit Quick Note Types so you would need to remove and create instead.
Previously, double-clicking on a Note Type in this window would display the Edit window.
Now, double-clicking is the same as clicking the OK button, effectively choosing the selected record.

To add a new Quick Note Type

From the Instant Message screen,

1. At the bottom right, click in the Types filter box to display the Type selectors.

2. In the View Note Types window, click the +1 button to display the Add Note Type window.

3. Type a name for the Quick Note type, as you want it to appear in the Types list then Click OK.