Introducing Note Templates For Zoho CRM
Howto & Style
Introduction
Hello everyone, Tom from Blue Root here to showcase our latest feature: Note Templates for Zoho CRM. I believe you’re going to find it incredibly beneficial, so let’s dive right in!
What is Note Templates?
So, this feature comes in the form of an extension, which, when installed, adds a new area called "Note Templates" to your CRM. This basically acts as another module. Once you load it, it may seem similar to any other module, but the real standout feature is the "Manage Note Templates" button. Clicking this button takes you to a more visually appealing list of your templates.
How to Use Note Templates
Currently, I have five templates set up. The interface allows you to search through them easily. You can create new templates, click on existing ones to see their details, and manage them intuitively.
Each template consists of a name, a subject for the note, and the content itself. For example, let's create a template titled "Tom's Video Note Template." The subject may be something like "Call with," followed by using a number sign to merge fields from the contact module. This could result in a subject like "Call with Tom."
In terms of content, you can specify various details you'd like to include in the note, such as a client's favorite color or movie. The beauty of this feature is that you can pull in specific data about clients right into your templates, saving you from having to scroll around to look for information.
After crafting our template, simply hit save, and it will update accordingly.
Application in Real Scenarios
Next, let’s see this in action. I'm going to switch to an actual contact, Ned Flanders. Here, you’ll notice the standard notes area; however, instead of using that, I want to utilize our note template feature. There’s a button in the top right corner labeled "No Template." Clicking that reveals all the templates I previously created.
Once I select the template, it populates with relevant information, such as "Call with Ned" as the title. While it autofills with available data, I can customize it further. Let’s say Ned tells me his favorite color is green, his favorite movie is "The Departed," and his address is "123 Main Street."
After completing the note, I can still add colleagues as tags. For instance, tagging Homer Simpson works the same as it does in the normal notes area. Once I save the note, it stays organized and accessible.
Conclusion
In essence, Note Templates allow for streamlined note-taking directly within the CRM. You can create, manage, and utilize your custom templates, making the entire process efficient and user-friendly.
We’re thrilled about this feature, which originated from numerous user requests, and we hope it enhances your experience in Zoho CRM!
Keywords
- Note Templates
- Zoho CRM
- Manage Note Templates
- Merge Fields
- User-Friendly
- Customization
- Tagging
FAQ
What are Note Templates?
Note Templates is a new feature in Zoho CRM that allows you to create customized templates for taking notes on contacts.
How do I access Note Templates?
You can access Note Templates through a new module added by installing the extension, and manage them via the "Manage Note Templates" button.
Can I use merge fields in templates?
Yes, you can use merge fields within templates to automatically fill in specific information from your contacts.
How do I tag colleagues in notes?
You can tag colleagues just like in standard notes by using the "@" symbol followed by their name.
Is it possible to edit a template after saving?
Yes, you can come back, edit, and update your templates anytime.