Summary:


This Walkthrough will show how to Add Templates for Email/SMS/Notes.



Add Template:


1. Navigate to Settings > Templates.

2. Filter between Email/SMS/Notes to allow to View and Add for those Sections.

3. Select Add New.

4. Add Name and Format of the Template and Select Save.

Note: Adding Email Template will have Additional Section to Add Subject Line.

Note: Adding Email Template will also have options to add information that will pull from the Database.


Note: This Template will now be seen when:


1. Selecting the Templates Icon.


2. Clicking on Templates Dropdown.