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