Note types

SECURITY  Security level with Admin permission to configure Application-wide (Shared) Features. Refer to Admin security settings.

SECURITY  Security level with Admin permissions to configure Service Desk (Tickets), Organizations & Contacts, Sales & Opportunities, Contracts & Unposting, Projects & Tasks, or Client Portal & Taskfire, depending on the entity. Refer to Admin security settings.

NAVIGATION  Left Navigation Menu > Admin > Admin Categories > Features & Settings > Application-Wide (Shared) Features > Note Types

1. To open the page, use the path(s) in the Security and navigation section above.
2. To add a new note type, click the New dropdown and select the entity the new note type will be available for. You can choose from Ticket/Task, Project, Device, or Contract. Alternatively, open the tab of the entity you want to create a new note type for, and click New. The page will open.
3. To edit an existing note type, select Edit from the context menu or left-click on the line. The page will open.
4. Populate or update the following fields:

5. Click Save.

To delete a note type, complete the following steps:

1. To open the page, use the path(s) in the Security and navigation section above.
2. Open the context menu and select Delete. If the note type is associated with a note or is a system note type, the Delete option will not be available.

3. Click Yes on the confirmation message.