sarah.burke38
2 months agoActive Interactor
Form type Checklist in Notes for ongoing use?
Hi All,
Has anyone set up or created a form type document in Xplan notes.
I have used Note Templates before and am aware I can use a table. Or a merge output however we don't want to re-tick options each time, just review and make any changes.
We have a checklist that we want advisors to use in meetings. This covers all advice areas and there are boxes to be ticked. We are thinking that this could be saved and edited in notes. I.e. saved last answers and then just updated again at a meeting.
Does anyone use something like this and can offer ideas for a solution
The answers being
o Yes |
o No |
o N/A |
o Not Interested |
o Already in place |
Thanks in Advance!