Allow customized Notes/Issues by type
Allow users to customize notes/issues by type.
- Auto-populated text in fields (Subject, Body) that can be referred to as a template.
- Designate required fields
- Auto-populate whether expiration is required / provide warning.
- Choose when note expires based on type.
We have several documents that we need to refer to daily in order to verify if/when expiration date and warning is required and to copy and paste text templates into the notes/issues based on the type. We should have the ability to format this in NPA based on Note Type.
2
votes
Amanda Cruz
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