Note/History Text

This editable text field contains the default note/history text read from the task template matching the Stage field. The templates are located in this folder:

G:\ActionsV7\Mail-Merge\Task Templates

The following task templates are read depending upon selected stage:

Stage

Note/History Task Template File

Interested

Interested Note History.txt

Offer Made

Offer Made Note History.txt

Offer Accepted

Offer Accepted Note History.txt

Offer Rejected

Offer Rejected Note History.txt

Rejected

Rejected Note History.txt

Withdrawn

Withdrawn Note History.txt