Templates for file attachments as call/visit reports
I would like to have the possibility to create some templates for our call/visit reports. There should be certain fields at the top with date, location, type and other fix fields. Below you should have a free text box.
These reports are done on regular visits to customers.
We should be able to generate reports where I can print out all of them.
At the moment they have suggested us to create a PDF and attach them but no report features.