Notes
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      Note templates

      Settings > Templates > Note

      You can create as many templates as needed in this area. These Templates can then be used to add a Note manually or in the automation.

      What is it used for?

      • To easily access frequently used messages to save time
      • Make available to all your team, so all using the same notes
      • To use in automation

      How to set up a Note Template:

      1. Name the template
        • Be descriptive to ensure that it can easily be found
      2. Templates can be added in Automation and can be added manually by a colleague
      3. Restrict to teams, allows certain teams access to the template, i.e sales, accounts, compliance, etc
      4. The body of the Note is free text
      5. Replacement tokens:
        • These are used to allow you to add replacements into the Note body, for example:
          • {Forename}, has been approved. {PurchaseVehicleRegistration} is the vehicle on the application. Kind regards {ApplicationAssignedUser}
            • In this example, the {Forename} will be replaced with the customers forename
            • The {PurchaseVehicleRegistration} will be replaced by the vehicle Registration in the customers application
            • The {ApplicationAssignedUser} will be replaced with the User colleague assigned to the application

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