Talkatoo Ideas Portal


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Custom Templates

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Have custom notes get pet name for title

I created a custom note but because of the logic processing it never gets the pet’s name in the note title. If it could it would make process smoother
Guest 27 minutes ago in Custom Templates 0

Custom templates for Call Summary

I'd like to create a template that could be used for my Call Summary notes.
Guest 4 months ago in Custom Templates 1 In Discovery