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

    • Related Articles

    • 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 ...

    • How do I rename a note card?

      To rename a note card, follow these steps. iOS/Android/Mac : Open a note card. Tap on the note card's name to pull up the keypad. Type a name and save the changes. Web, Windows, & Linux : Open a note card. Click the note card's name to highlight it.  ...

    • Image Type

      This question type allows you to upload images as the answer choices to a question; the respondents can select an image from the options. How do I add an image type question in my survey? Click Image Type in the question types listed on the left ...

    • Work Type Management

      Work Type is a template for the services in a work order. Use these templates to add the services to the work orders quickly and to avoid repetitive data entry. A work type will be used in the Services And Parts module to link the skills and parts to ...

    • What is estimation type?

      Estimation type is a standard point system that you define to estimate the effort of the work items in your project. It can either be in Fibonacci or Custom series. You can choose either one of the point system for your project. You can set up to 15 ...