Hi,
I want to create a copy of the meeting note blueprint so that I can change the structure for some of the meeting notes we capture. I also want to keep the original blueprint. The use case is as follows:
We have users wanting to use the existing blueprint for meeting notes and others wanting a modified version. I can't find a "duplicate" function so I made a global template but find that things like $currentDateLozenge no longer work which is tedious. Is there a way to get this working? Are user Macros the answer? If so are they supported on cloud instances?
Ideally I'd also be getting users to tag the notes by customer name so that they can later be filtered by customer.
Any ideas? I'm sure it should be easy...