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