Quick Notes are a fantastic resource of the Mobile app which lets you "template" the notes you add to your events, saving you time and effort throughout your day. These templates are particularly helpful if your events are routine, or if your device does not support voice-to-text dictation.
Adding a Quick Note
The Quick Notes pencil icon becomes available when you have tapped into the "Call/Visit Notes" section of your event.
Tap the pencil icon to generate a list of templates for your notes.
Select a template to add it to your notes.
Once added, Quick Notes can be further edited if needed to add more context to your Call/Visit Notes.
Customizing Quick Notes
Note: Mobile settings are specific your device, which means that edited or custom quick notes are saved only to your device cache. If you have to reset or reinstall your PlayMaker Mobile app then your custom quick notes will have to be rebuilt.
New Quick Notes can be created from scratch by tapping the NEW button within the Quick Notes menu.
Enter your Title, notes, and any applicable tags, then tap SAVE.
Quick Notes can also be edited to customize the text included in the existing template by tapping the Edit or Delete options in the Quick Notes menu.