Notes Templates

Just as there's template options for contracts, I would love the capability to apply templates to the "notes" section of each project. This could include common questions asked during the initial consultation, etc. so you can quickly pre-populate your notes before hopping on a call with a client.

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Upvoters
Status

In Review

Board

πŸ’‘ Feature Requests

Date

About 3 years ago

Author

Abby Gronli

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