Managing Note Templates

You can use note templates to help you create notes faster. For example, if you have a checklist of items to cover when you follow up with a candidate after a placement, you can create a template with the questions you typically ask and can then use that template whenever you create follow up notes.

Any user in your company can edit and delete note templates that have a visibility setting of Public.

Creating a Note Template

In a record, at the top right of the screen, select Actions > Add Note. Alternatively, select the + Add button and choose Note.

The Add Note screen opens.
Select Note Template > New.
Name the note template and set your desired visibility settings.
Type your note template in the Note field.
Click Save.

You can now select your template using the Note Template drop-down on the Add Note screen.

Editing Note Templates

In a record, at the top right of the screen, select Actions > Add Note. Alternatively, select the + Add button and choose Note.

The Add Note screen opens.
Select Note Template > Organize.
Select the name of the note templates you want to edit.
Update the necessary fields, then click Save.

The template is updated.

Deleting Note Templates

In a record, at the top right of the screen, select Actions > Add Note. Alternatively, select the + Add button and choose Note.

The Add Note screen opens.
Select Note Template > Organize.
Select the name of the note templates you want to delete.
At the bottom of the Edit Note Template screen, click Delete.
In the window that appears, click Delete.

The template is deleted.