RB User Guide > Tools > Notes Templates

Notes Groups

RB includes a set of categories that notes templates are organized into called Notes Groups, to make managing and using notes templates easier. Notes Groups are preset by RB9, you cannot edit or add new groups.

Notes Groups in RB9:

• Case-Remarks
• Job-Confirmation Notes
• Job-Production/Billing Notes
• Job-Resource Notification Notes
• Job-Scheduling Notes

Step-by-step instructions

• Creating/updating notes templates