How to create and manage Quick Notes

Quick Notes provide reusable words or short phrases that employees can select instead of typing the same information repeatedly.

Add a predefined word

1. Open Settings > Register.
2. Find Quick Note.
3. Select Add.
4. Enter the word or short phrase.
5. Save it, then save Register settings.

Remove a Quick Note

1. Find the word in the Quick Note list.
2. Select the delete control beside it.
3. Save Register settings.

Use short, recognizable wording so employees can make a fast selection without adding unnecessary text to customer records.