Notes template sorely needed
Posted: Fri Feb 01, 2008 5:25 am
I always use the History and Notes feature to communicate with my customers. That gives me a concise, centralized record of all correspondence with them.
I could really use a History and Notes template feature. Something where I can create multiple messages and just fire one off by choosing from a list. The key is that it gets recorded in the Notes history of the order.
I can do this now with Email templates, but it doesn't record it to the Notes History. Plus, the email templates can/will contain HTML and won't probably render in the History and Notes window.
I could really use a History and Notes template feature. Something where I can create multiple messages and just fire one off by choosing from a list. The key is that it gets recorded in the Notes history of the order.
I can do this now with Email templates, but it doesn't record it to the Notes History. Plus, the email templates can/will contain HTML and won't probably render in the History and Notes window.