The Notes ListUser Guide

Action Presets

  1. Action Presets

    The Action Presets tab enables you to generate custom email and print presets for your exports.

    Email Presets

    Creating your end of day action preset can be one of the most valuable tools TheNotesList offers. This window enables you to fully customize your end of day email export. Customizable options include:

    • Preset Name
    • Module Assigned
    • Email Recipients
    • Subject Line Customization with Live Badges
    • Message Body
    • Filter & Sort Preset