Just like email and SMS templates, you can now build your own Note Templates to use when gathering intake on your candidates!

To create a new Person Note Template, navigate to Settings > Person Note Templates.

Creating a new template is simple!

  1. Choose a title for your Note Template,

  2. Build the body of the template - you can create a bulleted or numbered list of questions or prompts,

  3. Decide whether or not you want to share it with the team and then save.

Note: there is a 2048 character limit on Note Templates

From the Person Profile, select Intake to record a new note. From here you will have the option to insert your custom Note Template.

Note: The Intake section IS searchable via the People page, so be sure to include memorable notes here!

As always, please reach out support@loxo.co with any further questions!

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