Note Type (Setup)

Pathway: Setup > Account > Note Type


Note Type Setup is used to create various note types available for selection when adding a note via the 'Add Note' option on the customer service screen calendar.


Permissions

The following permissions are required to view, add and edit the Note Type Setup screen:

Field Descriptions

Note Type Setup Steps

  1. Click the green + to open the Add Note Type editor.
  2. Complete the following required fields:
    • Enter a Name for the Note Type.
  3. Select 'Yes' from the Active drop down to make the note type available for use.
  4. Complete additional fields based on your company's established procedures. 
  5. Click Save when finished.

Related Article:

Add Note

Overview of Note Types
Account Level Notes

Site Level Notes