Note Types

Note Types are used when adding a note to a contact. The Note Type indicates the nature of the correspondence. For example: E-mail Received, Phone, USPS, Other.

To add or edit Note Types

1. On the administration menu, select Lookups, select Contacts, and then click Note Types.
   The Note Types page displays.

2. Do one of the following:

• Click Add new item....
  The Add Item page displays.

• Click the Edit button next to the type you want to edit.
   

3. Select the Active check-box to make the type available, or clear the check-box to make the type inactive.

4. In the Description box, type the descriptive name for the note type.

5. Click the Save and Return button to save the new type and return to the Note Types list.
    

To delete a Follow Up Type

1. On the administration menu, select Lookups, select Contacts, and then click Note Types.

2. Click the Edit button next to the note type you want to delete.

3. Click the Delete button.

4. Click Yes to confirm the deletion.

NOTE: You cannot delete a note type if it is used in a note.