Contact/Job Details included in Note Emails
when emailing a note from the activity tab, it would be helpful if the email autopopulated and it said which contact/client record it was coming from. So, if I am sending someone a phone message that says client called wants you to call him back, the contact information would already be attached w/o having to retype it.
You can now use Email Templates in your Add Note emails from a contact or job. You can learn more about email templates in our release notes here: http://www.jobnimbus.com/blog/2015/05/28/new-note-email-templates-advanced-workflows-private-notes-in-v1-25/