It is possible to create a Template that will be used to populate the [Notes] page of any new Booking Requirement added to the system.
How to Create the Template
Login as the userID "ADM" (or any suitably high priority user)
Select Maintenance > Tools > Template Maintenance, and then choose the 'Journals' tab.
Choose File > New to create a new template, and then select the 'Where' as BRN - Booking Requirements Note
Set the template to be shared ( )
The use the large white space to design your template.
Using the Booking Requirements Note Template
After creating the template as above, go to the [Requirements] tab of a client record and add a new booking Requirement. When you create the new requirement the [Notes] tab will be populated with the text you specified on the template.
Graeme Orchard
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