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CRM Idea Center
Status Future consideration
Categories Calendar & Events
Created by Guest
Created on May 18, 2023
Merged idea

This idea has been merged into another idea. To comment or vote on this idea, please visit CRM-I-373 Custom Event Creation.

be able to add a template to a call/event Merged

for all new events, customers want the ability to pull in a document/template. we have a place to store documents, but not a place to add a template.