Task/Note Templates
🧩 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