Predefined Notes

1. What are predefined notes?

Next to just about any note field, there will be an ellipsis button. If you select this button, it will give you the option to paste in notes that you have predefined.

2. How to add/modify predefined notes.

2a. To set up your predefined notes, so they can be pasted in later, go to File > List Management > Predefined Notes.

2b. Click the “Add New” button, to add a new note.

2c. Give your note a description, so you can recognize it later from the drop down list.

2d. Select the type for your note. This will determine in what fields the notes can be added to (covered in section 3 below).

2e. Add your message.

2f. By default, all predefined notes are available on both the desktop and mobile app. However, you do have the option to hide select predefined notes when working on the mobile app.

2g. Click okay to save.

3. Types of predefined notes

3a. Email Note

Anytime you send an email through CenPoint, you will have the option to select from predefined email notes.

3b. Quote Note

Predefined notes of type “Quote Note” are available to in two places. The Quote general notes, and task notes seen below.

3c. Reoccurring Job Note

Predefined notes of type “Reoccurring Job Note” are available to add to tasks when creating a reoccurring Job.

3d. Work Order Note

Predefined notes of type “Work Order Note” are available under the work order notes section.

3e. Auth. To Proceed

Predefined notes of type “Auth. To Proceed” are available for use in two places.

i. When defining tasks (see Setting up Tasks), and setting up an authorization to proceed message to appear on any Field Ticket associated with that task.

ii. On the mobile app a predefined authorization to proceed note can be selected (to learn more about the authorization to proceed see Authorization to Proceed). 

3f. Collections Note

Collection notes can be found on the Aging Report

The same notes can also be accessed from the find invoice screen.