Each user can specify up to four Quick Follow-up Notes. These notes are typically simple notes that do not require any additional information (for example, "Left Message," "No Answer" or "Busy Signal").
Quick notes are created by each individual user in User Preferences. Each Quick Note must be attached to a Call Type.
Each Quick Note that you create is identified by a Quick Note button 
next to the Follow-up Notes on the Action tab (of the Workspace).
To Enter a Quick Note:
- Place your cursor over the Quick Link icon (they are all the same icon) to display the Call Type description in a tool tip.
- Click on the correct Quick Note button.
- If the edit option was selected for the quick note when created, the Follow-up Maintenance page will open, filled with the predefined information. Edit as you would a manual follow-up note.
- If the edit option was not selected for the quick note when created, the note will be saved immediately without going to the Follow-up Maintenance page.