Note templates in Wealthbox are pre-defined, standardized formats for recording specific types of notes or interactions with clients or prospects. Note templates in Wealthbox are especially helpful for standardizing and streamlining repetitive types of client communication or record-keeping

Note Template use cases:

• Client Review Follow-ups: Log consistent summaries after quarterly or annual reviews, with sections for performance discussion, financial goals, or action items.

• Meeting Summaries: Quickly log structured notes after client meetings (e.g., agenda, outcomes, next steps), ensuring consistency across advisors or team members.
• Phone Call Logs: Record phone call details using pre-filled prompts like “Date/Time,” “Purpose,” “Key Topics,” “Follow-up Needed.”

• Service Requests: Use templates to record requests like address changes, account updates, or beneficiary adjustments with standardized prompts.
  
  

Creating and managing Note Templates:

• This how-to video covers how to create a note template.

All workspace users can manage note templates in Wealthbox by clicking the three-dot menu at the top right, then:

1. Click on "Settings."

2. Click on "Customizations" in the sidebar

3. Click "Note Templates" under Customize Data.
4. Create New: Click the "Create Note Template" button to create a new template.
5. Edit an existing template: Click … next to the applicable template and select "edit."

How to use a Note Template:

Once you have saved your note template, you can use it by clicking on the "Note Templates" icon when drafting a note, whether from the Home page or the contact record page. Once you select the note template you would like to use, it should automatically insert the text into your current note draft.

When the note template is in the draft, you should be able to edit it to insert any additional information or make other changes to the note itself.

Click "Post" to save and post the note.

Common questions and best practices for Note Templates:

💡Best Practice Tip: Add Tags to Note Templates: When creating a note template, you can add applicable tags to help categorize the note and make it easily reportable later. Tags allow your team to quickly track specific interactions or pull up grouped notes (e.g., all “Annual Review” or “Phone Call”). The tag will automatically be applied to any note added using the template.

Q: Can Note Templates be restricted by groups or teams?
A: No. All users have access to all Note Teamplates and the templates cannot currently be restricted.