Help CenterTo edit a predifened note on the portal, you can search for the "Predefined Note" menu in the sidebar under Setup and click on it. After that, press the “Edit” button.
When you open the notes that have been previously designated for editing, make the adjustments you want. If you are confused about the function of predefined notes, you can read the article about how to create predefined notes. Press the save button to save the changes.
You can also use the quick edit feature as follows:
- Quick edit name
You can quickly edit the predefined note name by directly pressing or clicking on the contents. Then press the save icon when you have finished editing.
- Quick edit status
You can quickly edit your status by directly pressing the content in the status field. You can also change your status by pressing the three dots icon and selecting activate or deactivate.