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.
Note: Purged records cannot be restored or recovered.
Prerequisite: Cannot be assigned to a note; cannot be one of the default note types. Note types can be purged to permanently remove them from AmpliFund.
- Open Administration>Lists>Note Types.
- Click the (Purge icon) next to a note type name.
- In the confirmation pop-up window, click Purge.