Why are you not able to customize the log follow-up templates? It's all about keeping it basic and easy for the technicians or sales team members to log a quick sales cadence follow up with a template.
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01-26-2021 08:40 AM
Please look into adding this. I'm sure I'm not the only one that would find it useful. Why have templates available when you can't create your own that apply?
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09-15-2022 01:23 PM
I had asked about this and they said to post on the community board as there is not option at this time: this was the message:
Thanks! At this moment there is no option to add more templates. I would recommend creating a post in our user community so that others can upvote your idea. You can do that by visiting community.servicetitan.com. And I will make sure to pass this idea to our product team as well
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02-03-2021 01:21 PM
You'll need to submit this as an idea by going to the Idea's tab... I'm not sure that they're looking at this particular page for product improvements.
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