How To Add a Note Type

The Note Types list contains all types of notes users can select when creating a note on a record. The default note types are Call, Email, Meeting, and Onsite Visit. The default note types cannot be edited or deleted from the list. Additional note types can be added or edited as needed.

1. Open Administration>Lists>Note Types.
2. Click the  (Create icon) in the Icon Bar.
3. Add a Name.
4. Click Create.