Edit a Task Predefined Note

Use the following procedure to edit a predefined note:

1.  Select Predefined Notes from the Tasks section of the Setup menu. The Manage Task Predefined Notes page is displayed.

2.  If necessary, use the Note Type drop-down menu to select a specific note type.

3.  Click Edit next to the predefined note to edit.

4.  Enter or edit information in the following fields:

     *Note Type: Select a default note type from the drop-down list. The note type is the default category for the note.

     *Note Name: Edit the name for the note.

5.  Edit text for the note in the Note field.

6.  To make the note default as an alert, select the Alert? checkbox.

7.  Click Save. The Task Predefined Note successfully updated message is displayed.