Can I auto pop the notes field

[bmosheman]

I have a client that wants to populate the notes field with some standard language she uses for almost every client.  Is there a way automatically populate the notes with a boiler plate entry?

[Adam]

You could do that with TextExpander (snippets).  It is a 3rd party app done by another developer that we integrated functionality with.  You could possibly use the iOS "Shortcuts" (although I think these would be much harder if you are trying to do paragraphs and TE would be better suited).

[bmosheman]

thanks.  the iOS shortcuts worked for her.