Vital CRM
Can I choose a note template when adding a note in the App?

When editing a note, you can apply a pre-set note template. When adding a note, click "Select note template" to enter the template list, and you can use keywords to filter the template name:

＊Reminder: Note templates have the same functions as the original templates in the web version. System administrators can go to [Settings > Data > Note Templates] to set.




After clicking the template to be applied, the content and note category of the template will be brought in:




If the content of the note has already been entered, the template will be applied later. After the selection is completed, the system will ask whether to keep the original content (if you choose "Yes", the content of the template will be added after the original content):

 

When editing a note, you can apply a pre-set note template. When adding a note, click "Select note template" to enter the template list, and you can use keywords to filter the template name. (Refer to FAQ)
https://faq.vitalyun.com/EN/CRM#4357
在 App 新增記事時可以選擇記事範本嗎？ @ 閱讀文件 @ Vitals ESP 知識管理企業雲 (vitalyun.com)
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