Note Type

Note Type

Add note types

Notes provide a space to make a record of information or comments related to a particular record. Note type refers to the classification of the notes based on the particular module or related section.

Note: By default, Recruiter and Admin have permission to create and edit a note type. But only Admin has the permission to delete a note type.

To add note type:

  1. Click Setup >Customization >Note Type.
  2. In the List of Note type page, click Add.
    Note Type window is displayed. 
  3. Enter the Type Name in the corresponding text box.
    Note    : You can add multiple note types at one go.
  4. Click Add. The new note type details are displayed in the List of Note type page.

To Edit note types

  • Click the Edit link under Action section. Note Type window is displayed with the current note type title.
  • Enter the new title in the Type Name text box and click Update.

To Delete note types

  • Click the Delete link under the Action section of the particular note type.
  • Click OK. The note type will be deleted

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