RB User Guide > Calendar > Cases OR Jobs

Adding boilerplate text to remarks & notes

If you have standard information that you add to case remarks or certain types of job notes, instead of typing the same information each time — or copying and pasting the info from a Word doc — create templates to fill the fields. Then when adding/editing cases and jobs, you can apply a template, saving time and reducing errors. You can edit the applied template in the case/job fields as needed.

Continued from Entering general case information or Entering additional job information.

• In a case

  1. In an Edit Case window, click next to Remarks.
  2. In the Lookup Notes Templates panel, any notes templates you have set up for Case Remarks appear in a list. Click the template you want to include.
  3. RB9 copies the template into the Remarks field. Edit the text as desired.

• In a job

  1. In an Edit Job window, click next to Scheduling Notes, Confirmation Notes, Resource Notification Notes, or Production/Billing Notes.
  2. In the Lookup Notes Templates panel, any notes templates you have set up for the selected notes field appear in a list. Click the template you want to include.
  3. RB9 copies the template into the selected field. Edit the text as desired.

TIP: Apply templates first

When you apply a template to a field, it overwrites any information that may already be in the field. So apply the template first, then edit the information in the field and enter any additional text.

Reference

• Notes Templates

Step-by-step instructions

• Entering general case information
• Entering additional job information