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 My Settings >> Person Note Templates.

Creating a new template is simple!

  • Step 1: Choose a title for your Note Template.

  • Step 2: Build the body of the template! Create a bulleted or numbered list of questions or prompts.

  • Step 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 Notes to record a new note. From here you will have the option to insert your custom Note Template.

Note: The new Notes section is equivalent to the old Bio section and IS searchable via the People page, so be sure to include memorable notes here! You can also filter by Job, Creator, or Date within Notes!

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

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