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Goliath Data

Create a note template

  1. Go to Library → Templates, select New template, select Blank template, then choose Note template.
  2. Replace Untitled Note Template with a clear name and write the note.
  3. Use Insert variable for supported record data.
  4. Select Save template.

The Note Template editor, with the note field, Insert variable, a live preview, and Save template.

Note templates are internal only; they are never sent to the contact. See Templates to manage your templates.