1. Roadmap
  2. Idees
+20
Under review

Note templates

Alex Jenter fa 13 anys • updated by David fa 7 anys • 3
Let me define note templates which can be used to quickly create notes of predefined form.
editing taking/clipping
Answer
Under review
Alex Jenter fa 13 anys
Juho Vainio fa 12 anys
This would be awesome for daily meetings etc.
David fa 7 anys

Example: Contact management note template.

Pre-set fields for contact info, history of contacts, next steps. Fields searchable. Ability to tab through fields. If we had "duplicate note" function, we could create our own templates, but they wouldn't have the same functionality described.

Customer support service by UserEcho