Task/Note Templates

Templates can be created for Tasks and Notes, these can be used to speed up the process of writing Notes and Task this is especially useful for repetitive notes such as 'Called and left a Message'.

Task/Note Templates can be accessed from the Configuration &  Administration tab on the ribbon menu via the Contacts icon and selecting Task / Note Templates.

Templates will automatically populate the Subject and Body fields of your Tasks and Notes and also change the Type

New Templates can be created at any time and there is no limit to the number of Templates defined.