Vital CRM
How do I use note templates?

The administrator can set various note templates for the system, which can be used by users when editing notes.

1. Go to [Settings > Data > Note Template]

2. In the note template list, you can view all the templates that have been set. The functions on the right of each template are preview, edit and delete.


3. Click "Add" to add an available template, and you can specify the template name, note content, text format, and note type.


4. When adding a note, click "Note Template" to search by name


5. Click the template name to apply the template


6. If there is original note content, it will ask whether to keep it


7. Click OK to keep the original message, the template content will be added after the original note content.

[Settings > Data > Note Template] (Refer to FAQ)
https://faq.vitalyun.com/EN/CRM#4284