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.
Contacts App

  • In the Overview page of the contact, select the Notes tab.
Overview Page

  • The Notes activity comes into view. Click on the Create button.
Notes Tab

  • Select the template from the Template dropdown in the Create Note side panel. The list of templates available in your account will be listed.
Notes Side Panel

  • Select a template. The notes associated with the template will be displayed.
Template Selected

  • Click on the “Create” button at the bottom. Notes will be created for that contact.
Notes Created