Client Notes
This guide provides detailed steps on adding various notes to clients within Whautomate platform.
How to create client notes
STEP 1:Click the Add New button and Select the notes button
STEP 2: After writing the notes Click the save button
STEP 3:Select the notes you want to send it and Click the Action button and choose via
STEP 4:Select the Client who you want send the notes and Click the Share button
How to Create Note template
STEP 1:Click the highlighted line as shown in the picture
STEP 2:Select the Note template in the Template Section
STEP 3: Select the Add new note button
STEP 4:After filling the notes you can save it by clicking the Save button
How to use the Note template
STEP 1:Just type " # " and Select the template you want
STEP 2: After selecting the template you can save and send it to clients
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