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Chad Coffey
Creating 4-5 Basic Note Templates (Lighting) on every Contact in our Database
So our Compnay uses the "New Notes" feature quite a bit in Lighting for tracking purposes with their Contacts. What we would really like to do is have 4-5 basic Note Templates on each Contact. This way evey Contact in our system will have similar Note and we can make eveything a bit more Uniform. Does anyone know if this is possible?
We have received a similar request from our customer, working on the feasibility & best fit solution. If you would like to learn more , please drop an email to samr@expsoltech.com
I don't know of a way to define (or even select) a Notes template in the UI. It might be possible with some custom Visual Force and Apex where the template is selected, a Note is added to the current record, and then the user just has to Edit that Note.
Mark this as solved if the information helps.
Best Regards,
Nagendra.P