Client Note Templates
Learn about managing Client Note Templates in Maica Client Care
Maica Client Care offers the ability to configure client note templates as shown in the screenshot below.
A client note template offers you the following fields for configuration.
Field Name | Description |
---|---|
Client Note Template Name | The name of the client note template which must be unique across all templates, as this serves as the Id of the template. |
Description | A short description of the client note template and its purpose. |
Category | This will default the |
Template | This is the actual template text that will be populated when using this client note template. This allows for formatting to be applied. |
Active | Determines if the client note template is active or not, and therefore available. |
Public | Determines if the client note template can be seen by all users or only the user who created it, in the other words a private client note template. |
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