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Saved Descriptions

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Saved Descriptions

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Saved Descriptions

You can save time when creating tasks or scheduling appointments by creating some frequently used “descriptions”. In addition to saving you typing time, favorite descriptions can help with Lookups and Filters (on the Task View and History View).

To create, modify, or use a saved description, press the Select button on the Log History or Schedule Task box.

From this box you can select, create, modify, and delete saved descriptions. Selecting a saved description overwrites any description you may have already written.