Task Default Note Update

When a value is specified for a Task’s Default Note, that text appears in the ClientTask note when it is created.

Support has been added to use Smarty syntax to provide support for conditional logic and dynamic text.

In the example below, the text “Check the Monthly Fee Annually” is only appended to a newly created ClientTask when the Client’s state is AZ.

Only the $Client Smarty Template variable is available. Available variables are listed in the DocumentTemplate section.