I am looking to create a word document to assist in generating standard notes on clients accounts and standard response to the client.
Is there a way to create an entry form at the top of the document that collects basic information such as Name, Issues, Action taken, date/time of conversation and then have that information populated into a more standardized template for record keeping?
Example:
Name: Joe Smith
Issue: can't get system working
Action Taken: Reset services and hardware
Date/Time
Agent Spoke with <name> on Date/Time in regards to <issue>. Agent <action taken> to address issue.
Is there a way to create an entry form at the top of the document that collects basic information such as Name, Issues, Action taken, date/time of conversation and then have that information populated into a more standardized template for record keeping?
Example:
Name: Joe Smith
Issue: can't get system working
Action Taken: Reset services and hardware
Date/Time
Agent Spoke with <name> on Date/Time in regards to <issue>. Agent <action taken> to address issue.