Note Type (Setup)

Last Modified on 04/26/2024 12:13 pm PDT

Pathway: Setup > Account > Note Type


Note Type Setup is used to create the different note types that are available for selection when servicing or communicating on an account or site.


Permissions

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


Permission ID
Permission Name
23      
Setup \ Account

Field Descriptions

Field Description
Name    
The name of the note that will display for selection.

Type    
Determines which level the note type is available to: Site or Account. 
  • Account: Notes and warnings added at the account level will display for all sites linked to the account. 
  • Site: Notes and warnings added at the site level will only display for the site the note was added. 

Recommend: Review the articles linked at the bottom of this page to learn more about the various account level and site level note types. 

Department    
The department the note type applies to.

Health Score Deduction 

Collections Activity 

Active    
Controls the availability of the note type for selection and use. 


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. Complete additional fields based on your company's established procedures. 
  4. Click Save when finished.

Related Article:

Overview of Note Types
Add Note


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