Add Constituent Notes to the default types

We sometimes need to add pretty standard Notes to Constituent records, which can then be queried on. We don't want Notepad Types to proliferate, which means using consistent Titles or Descriptions - risky when it's a free-text field and you can't set defaults! Action Notes can be included in Action default sets, so why can't Constituent Notes be defaults too?

  • Guest
  • May 15 2015
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