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Withdrawn |
Withdrawn Note History.txt |