Customise your Quick Texts (Event/Task Details and Call Outcomes)

You can customise the options your users have when they use the Insert Text or Insert Outcome button when creating an event, task, or telephone call note. 

Event Details

• To add or edit your Event Details, go to Settings > Quick Text > Event Details. 
  1. Click Add New Event Detail
  2. Enter your text
  3. Click Continue    
• Once added, click the green arrows to reorder your options. The order here is the order users will see in the Insert Text dropdown.

Task Details

• To add or edit your Task Details, go to Settings > Quick Text > Task Details
  1. Click Add New Task Detail
  2. Enter your text
  3. Click Continue
• Once added, click the green arrows to reorder your options. The order here is the order users will see in the Insert Text dropdown. 

Call Outcomes

• To add or edit your Call Outcomes, go to Settings > Quick Text > Call Outcomes
  1. Click Add New Outcome
  2. Enter your text
  3. Click Continue
• Once added, click the green arrows to reorder your options. The order here is the order users will see in the Insert Outcome dropdown.