🧩 Task & Note Templates in Acquaint
Task and Note Templates help streamline the process of creating entries—especially useful for frequently repeated notes such as “Called and left a message.”
⚙️ Accessing Templates
You can manage templates by navigating to: Configuration & Administration tab → Contacts icon → Task / Note Templates
✍️ How Templates Work
-
Automatically populate the Subject and Body fields of Tasks and Notes
-
Set the Type field based on the template
-
Speed up data entry and ensure consistency across communications
âž• Creating Templates
-
New templates can be created at any time
-
There is no limit to the number of templates you can define