Note Templates
Note templates in Groundhogg streamline workflows by providing pre-defined, customizable structures for recurring notes, ensuring consistency, saving time, and reducing errors.
To manage and use the Note Templates visit a contact and click the "+" to add a note.
The note form will appear, and in the Details menu, you'll find the last icon representing your Note Templates.
Use
Click the Note Templates Icon and you will be presented with:
- Search - Search for created templates
- Manage note templates - Displays a list of existing templates with options to create, edit, and delete them
- List of existing templates
Create
- Click the [ New Note Template ] button. Enter the template name and enter the desired content. Tools: Bold, Italic, unordered list, ordered list, left justified, center justified, right justified, link/URL, Add media and replacement codes.
Edit
- To edit a template, go to Manage Note Templates and click the pencil icon next to the template
Delete
To delete a template, go to Manage Note Templates and click the trash can icon next to the template
