Tesla ← Knowledge Base for Contacts Journal CRM My feedback 1 result found Im using this for client records, so need to capture the same info for each client, so would like to be able to create a template applicable 1 vote Vote Vote Vote Vote We're glad you're herePlease sign in to leave feedback Signed in as (Sign out) Close Close 1 vote 2 votes 3 votes Remove votes You have left! (?) (thinking…) 1 comment · Your Suggestions · Delete… · Admin → How important is this to you? Not at all You must login first! Important You must login first! Critical You must login first! We're glad you're herePlease sign in to leave feedback Signed in as (Sign out) Close Close Tesla shared this idea · Nov 17, 2017