Agent 365 CRM
Custom Receipt Presets for Additional Notes Field
⭐ Spotlight
September 4, 2026
This allows users to set common text presets that they add to their additional notes for quick access.
Links
- Instructions & HTML download: https://docs.google.com/document/d/1LeD2jwKuxMU0sw8UAJbsEwOGVKWP2gxc2V1mZmjvpK8/
- Video walkthrough: https://www.loom.com/share/7bc9c97a7a9b4cd4bdc009197ab2e32e