Templates for Notes in CRM

We have standard criteria for sales calls that we want to capture and filling out a template within a note would be very convenient. Adding a bunch of custom fields to a deal doesn't really do the trick either because it requires a lot of scrolling to view all info in the left-hand banner and those fields are not formattable. 

 

We have access to pinning of notes through the beta (very valuable) and I'd love to pin this template to the top of every deal.

11 Replies
ndwilliams3
Advisor

Totally agree this would be a great feature. Our sales team also has specific questions they try to get answered during a call. Some of this data would be great to have as contact properties as well. However, adding all this to the about section would be too much. Having the ability to load a form template within the notes section would be great. When saving, it would update the corresponding contact properties, but also save the data in the note activity on the timeline (similar to how form submissions look).

mzager
Occasional Contributor

 

I've got a very similar request so I'm piggybacking off of this; in addition to a drop down for customizable text-based templates for Notes, I'm looking for templates for logging call activities as well as Tasks. We use the Log Activity > Call or Email tool in the CRM to log all customer calls and having a template (that could also be auto-loaded by default!) would be fantastic. We also use the Task feature for structured requests, so a drop down for Task templates would also be useful. See screenshots for examples of the type of text-based template we'd want to customize for.

 

 

 Edit: spelling

LogActivity_TemplateRequest.jpg

 

CreateTask_TemplateRequest.jpg

tachyon
New Contributor

We use this for service issues as well and would love to be able to have a template to work from in Notes. 

 

PLEASE implement this change.

 

 

Eton
New Contributor

Completely agreed! Will try to get more votes on this so it is created. 

We need a (customisable) template that pre-populates for our sales team to leave notes and then pin it for the next team. At the moment, we are just manually copying and pasting. Would be great if we can create a template instead.

Rafaelmello
New Contributor

Love This Idea!

TSG
Visitor

Absolutely! We've been needing this for a while. It will save my team so much time and ensure consistency.

Christina_P
New Contributor

This would make using Hubpost in a consistent way across multiple teams much easier! Relying on individual manual entry to be uniform is optimistic at best, and doomed to failure at worst.

 

Please please please add this functionaility! Smiley Happy

thethirdJames
New Contributor

I love this idea!

I really think this needs to happen and would improve invisibility and speed in which to sign clients. 

PhilippK
New Contributor

We are using snippets (as templates) in a note to collect the information. 

But it is still in a note (you can pin to the top) and not a "custom field". Any other idea? 

thethirdJames
New Contributor

I just had a quick play and I think this is a great solution. Gives everything we need at this point.