Account Structured Note: Difference between revisions
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===Delete Template=== | ===Delete Template=== | ||
===Using Templates=== | |||
Revision as of 12:19, 20 August 2014
Introduction
A Structured Note is basically a way to easily store custom data. You can create a Structured Note containing any data you want in whatever data entry sections you need, and you can save it as a template to reuse again and again. You can even have multiple Structured Note sections applied to each Account.