Templates for contact notes



  • Pip Austin

    This is an awesome idea, we use file notes to keep track of funding application approvals, enrolment status etc.

    We'd love to have templates that can be added based on a file note type.

    Would also love to be able to pin/un-pin a note to the top of the list so these note types can be seen on the front page.

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  • Letitia Robinson

    Thanks Pip! Yes, we are the same! Considering the template features in other areas of Axcelerate, it should be easy for them to implement this in contact notes. File note type and then drop down to select from relevant templates.

    Your addition of pinning a note is a great idea! We would most definitely make of this concept! 

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