You must first designate another template for use with quick notes. You cannot delete or deactivate a notification template that has Use for Quick Notes selected. You can disable a viewport by clicking the General viewport label and. NOTE Because this setting applies to all quick note-related notifications within the template type, we recommend that you check with your co-workers before you change the default. The Save and Restore Active Viewport commands do not save any viewport. When you select the check box, the check box for the current default template is automatically cleared. To specify a different default template, add or edit a template and select the Use for Quick Notes check box. The event default template for creating or editing a note is not necessarily the default for the quick note. The quick note default template setting is independent of the notification template event default setting. Otherwise, the default template for this event. The template associated with the Task Note - Created or Edited event where the Use for Quick Notescheck box is selected. Refer to Notification Templates for Quick Notes and Quick Time Entries. Otherwise, the default template for this event.įor ticket quick notes, the notification template (or the selection of available templates) can also be determined by a setting of the ticket category. The template associated with the Ticket Note - Created or Edited event where the Use for Quick Notescheck box is selected. Otherwise, the default template for this event.Īsset - or The template associated with the Asset Note - Created or Edited event where the Use for Quick Notes - Asset check box is selected. The template associated with the Note - Created or Edited event where the Use for Quick Notes - CRM check box is selected. Quick Note Content Variable that must be included in the notification body The notification template is selected as follows: Entity Repeat this process to keep adding to your. If you need to bring it up again, don’t worry. Finally, tap ‘Done’ when you’ve finished, this will now be saved in your Notes app. Is there some setting thats auto-creating these pages that I can turn off I never place anything into the Quick Notes. How do I stop it Daily I have to go in and delete Quick Notes 1-4 from when I open it on my PC or Surface. Use your iPencil, finger, or keyboard to make a quick note. OneNote always creates a new 'Quick Notes' when I open it. To open the page, use the path(s) in the Security and navigation section above. Simply swipe up from the bottom-right of your iPad screen, this will bring up a new Quick Note window. The body of the notification email is determined by the notification template. you might have to disable the feature and reenable it to see the QR code or the string. Assigning a quick note notification template Task: Primary Resource, Task Contacts, All Internal Task Contributorsįor a definition of role-based recipients, refer to CRM Note, Task and Task Note and Ticket Note.Ticket: Primary Resource, Ticket Contacts, All Internal Ticket Contributors.Opportunity: Opportunity Owner, Account Manager.Simply select the recipients before you click Save: Step 3: Select the View all Outlook settings link at the bottom of the right column. When you enter a quick note on the Activity tab, you can optionally send a notification email to selected role-based recipients. Step 2: Click the gear icon at the top-right corner of the window. Sending notifications when a quick note is added NOTE Quick notes also appear on the Contact page, without the ability to send notifications. Quick notes appear on the Activity tab of the following pages: All other required fields and settings are set by default. Quick notes are notes where you only need to enter the note text and click Save. NAVIGATION > Admin > Automation > Email Notifications & Surveys > Notification Templates What are quick notes? Change the “ Value data” to “ 1” to disable Fast User Switching, set it to “ 0” to enable it.SECURITY Permission to configure Email Notifications & Surveys Double-click “ HideFastUserSwitching“.If it does not exist, right-click the “ System” folder, select “ New DWORD 32-bit value“, then type a name of “ HideFastUserSwitching“. Look for a value called “ HideFastUserSwitching“.Select “ Enabled” to turn Fast User Switching off.Open “ Hide Entry Points for Fast User Switching“.The Local Group Policy Editor appears.
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