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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 about 9 hours 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