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How to create Notes from a template in any App of Apptivo?
Updated on May 27, 2020 05:37AM by Admin
- Log in and access any one of the apps like Contacts, Customers, Invoices, Opportunities, Cases, and Leads from the universal navigation menu bar.
- Here, the Contacts App is selected. Select a record for which Notes have to be created from a template.
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- In the Overview page of the contact, select the Notes tab.
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- The Notes activity comes into view. Click on the Create button.
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- Select the template from the Template dropdown in the Create Note side panel. The list of templates available in your account will be listed.
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- Select a template. The notes associated with the template will be displayed.
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- Click on the “Create” button at the bottom. Notes will be created for that contact.
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