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Event Notes Preset

Guest shared this question 8 years ago
Answered

I see it is possible in other fields, but could not make it work in Event Notes. We'd like to put specific notes to be preset in this section to remind our staff to ask for them: "Location: ", "Parking: ", "Load/unload....." and so on.

Comments (2)

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Yes, in settings->optional fields. It's going to say the "event notes" field is off, but it can't actually be turned off. But you can put in a "default value" to always start a lead with.

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