---
title: Call Note Templates
description: You can create company-wide Cloudcall note templates which can then be selected to record prewritten notes in the Cloudcall Popup.
---

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# Call Note Templates

## You can create company-wide Call note templates which can then be selected to record prewritten notes in the Cloudcall or Candidate/client call Popups.

Here is how to create your templates ready to use.

![CMS](https://knowledgebase.chisites.net/userfiles/images/cms-html-info.jpg)

- Select '**Admin**' from the main menu
- Select the '**CMS**' tab.
- From the '**Select Page**' drop-down menu, select '**New**' to load a blank template.
- Enter the **Page Name** - remember to name the template correctly as highlighted below.

Replace the '**Edit name here**' with the name you would like to use in the action drop-down lists.

- Click '**Save as New**' button to create the template.

![Cloudcall note template](https://knowledgebase.chisites.net/userfiles/images/Cloudcall-note-template-CMS.jpg)

- Select '**Content 1**' tab.
- **IMPORTANT: **The note **text must be in plain text**. If you format the text you will see **html code in the Cloudcall Popup.**
- To enter the text click the **clipboard with a T icon **which is found on the top row of the toolbar. Then in the popup that appears, write or paste the **note text** here. Once completed **click ok**.
- When completed click on the '**Save**' button, **NOT** the '**Save as New**' as you are now updating an existing template not creating a new template.

The Page Title, Subject, Meta Key and Meta Description fields are not required for email templates. Content 2, 3 & 4 tabs are not used in these note templates.

 

Once completed the template will then be available to be selected from the **Template drop down** in the Cloudcall Popup.

![Cloudcall note template](https://knowledgebase.chisites.net/userfiles/images/Cloudcall-note-template-popup.jpg)

Users can then edit the note text as required.

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