---
title: Action System Shortlist - Candidate Call Note
description: This article explains how to log a note to show that you have made a call to a specific candidate from the Shortlist in a Vacancy.
---

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# Action System Shortlist - Candidate Call Note

#### This article explains how to log a note to show that you have made a call to a specific candidate from the Shortlist in a Vacancy.

![](http://knowledgebase.chisites.net/userfiles/images/Vac-Shortlist.jpg)

-  From the open **Vacancy **record, click on the '**Shortlist**' tab. To record a Candidate Call to the shortlisted candidate click the '**Call**'radio button in the **Call** column in the shortlist to open the Action Wizard.

 

![](http://knowledgebase.chisites.net/userfiles/images/Candidate-Call-Action-Pop.jpg) 

- In the popup, the note type is already set to **Call Candidate** as you will see in the '**Type**' dropdown. You can also run this action for another user by selecting their name in the '**Run For This User'**
- If you need to create a follow up, you can tick the '**Follow up**' tickbox in the bottom left of the popup and Chameleon-i will remember your preference. If you want to edit the follow up text, click the '**Text**' button next to the tick box, enter the text and press '**Save**'. To set the time and date for the **Follow up **click the '**Calendar**' icon and set the date and time accordingly. By default, Chameleon-i sets it a 24 hours in the future. You can also create an **Alert** for the Follow Up as well to notify you of the follow up by ticking the '**Alert Me**'tickbox and setting the lead time.
- If you want to associate this action with an additional candidate, clients or users you can select one of the three corresponding '**Person**' icons at the bottom of the popup and search for the contact. This will create an association with the note only, and not the follow up.
- When you have completed all the required detail for this action press the green '**Save**' button. The call note is displayed on the **Notes **tab and the to-do or follow-up is entered onto the **To Do** tab in the record and in the Alerts if the alert button has been ticked.
- Once completed, the date of when the note was created will appear next to the **Radio Button**.

 

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