Notes / Log-a-Call Templates

Feature Overview:

The Notes / Log-a-Call Templates feature in ClientTether CRM allows users to create and manage templates for repetitive communications. This functionality is designed to streamline the process of capturing and documenting interactions within a contact’s record, ensuring consistency and efficiency.

Accessing Notes / Log-a-Call Templates:

1. Navigate to Action Plans / Template:
   • From the main navigation menu at the top, mouse over the “Action Plans (Template)” item.
   • In the dropdown menu, scroll down to the “Templates” section and select the desired Template “Notes/Logs”.
2. Viewing and Managing Templates:
   • The “Notes/Logs Templates” page displays a list of existing templates.
   • You can view the names of the templates and perform actions such as editing or deleting them.
   • To add a new template, click on the “+ Add New” button.

Creating or Editing a Notes Template:

1. Initiate Template Creation or Editing:
   • Click on the “+ Add New” button to create a new template.
   • To edit an existing template, click on the edit icon next to the template name.
2. Template Editor:
   • In the “Edit Notes/Logs Template” dialog, enter a name for the template in the “Name” field.
   • Use the rich text editor to format the template content. The editor supports various text formatting options such as font size, bold, italics, lists, and more.
   • Example of a template structure for a “Bug Report Outline”:
     • Report Header:
       • Title: A brief, descriptive title that summarizes the issue.
       • Reported By: Names of the persons reporting the bug. Include Account Name and CSM Name.
       • Date Reported: When the bug was first noticed and reported (YYYY-MM-DD).
       • Priority and Severity: Define the urgency and impact of the bug (Low, Medium, High).
     • Environment and Configuration:
       • Browser Name and Version: The version of the software where the bug was found.
       • Operating System: OS details including the version.
3. Save or Delete Template:
   • After entering the template content, click on the “Save Template” button to save your changes.
   • To delete the template, click on the “Delete Template” button.

Using Notes Templates in Contact Records:

1. Accessing Contact Records:
   • Go to the “Contact” tab in the main navigation menu and select a contact from the list.
   • Click on the Contact’s Name to open the Contact Profile.
2. Applying a Template:
   • In the contact’s record, navigate to the “Whiteboard” section.
   • Select the “Add Note” or “Log-a-Call” option.
   • Click on the “Choose a template” dropdown menu and select the desired template.
3. Appending Template Content:
   • The content of the selected template will be appended to the editor field.
   • You can further customize the content as needed before saving it to the contact’s record.

By utilizing the Notes / Log-a-Call Templates feature, users can ensure that their communications are standardized, comprehensive, and efficient, thereby enhancing the overall productivity and consistency of their CRM interactions.