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Release : 2019-04-07

Note Templates

We have added the ability to associate note templates to specific note sub types.  In order to use this functionality you must turn on "Note Sub Types" under Settings -> Configuration -> Features and Settings.

Once this is enabled you can edit your Note Sub Types under Settings -> Notes.  These note templates will pre-populate the note when choosing the specific sub type.  We do not force users to fill out any specific data points, but it provides them with a standard layout to use each time

 

Bug Fixes

Various workflow, technical, and reported issues.

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