What are note templates used for?
- To save time on frequently used notes
- To make sure all the team members are using the same notes
- To use in automation
- To be added manually by a team member
How do I set up a note template?
- Select 'Settings' in the left-hand menu
- Select 'Templates' then 'Note'
- Select 'Add note template'
| Field | What to add |
| Name | A title for the template. Be descriptive so it can easily be found. |
| Note | This is where you type the body of your note. You can use replacement tokens to autofill some information from the application. |
| Replacement tokens | These are used in the note body to autofill information from the application. For example, the 'Forename' token will add the customer's forename to the note. |