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 Category field on the client note itself.
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.