Note Templates | Voters

Note Templates

Deleen Kleynhans

Create our own Note Templates - I need to changes them for each client. I want to be able to set up my own template and apply it to my clients as needed.

Created by Marsha Galicia

November 11, 2025

Autopilot

Merged in a post:

Custom Note Templates

Simone Rosengren

Good to see some generic templates available. It would be great if we could create our own templates for staff to use! Currently I'm creating a note with TEMPLATE at the start of the name of the note. Even being able to copy a note would be good (I know we can copy the content and paste).

A day ago