Creating a Predefined Note

The Predefined Notes feature provides the ability for you to create, edit, or view a predefined note which can be associated with your repair facility or claim office profile. The notes in this table can be used for estimate notes or estimate line notes.

To create a Predefined Note

1. Select Configure > Profiles from the menu bar.
2. Select the profile, and then select Edit from the mini-toolbar.
3. Click the Predefined Notes link.
4. Click Add from the Predefined Notes toolbar. The Predefined Notes screen opens.
5. Enter the event information in the required fields.
6. Click Save and Close from the toolbar.

Note: Other options include editing, and deleting a Predefined Notes.

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