Create / Edit / Delete Note Templates

Now we learned how to leverage the Note Template in call, let's deep dive into the creation, edition and deletion of those!

Where is it?

When accessing a new call (with no existing notes) a menu is displayed allowing you to either:

  • Start a call with an empty notepad
  • Select an existing template
  • Create a new template

How does it work?

To create a template, simply click on the related button and click save once done! Don't forget to name your template to easily retrieve it.

To edit or delete an existing note template simply hover your mouse on the template and click on the dots to display both options.