The Note Types page lets you create, edit, and manage the categories of notes that can be added to accounts (e.g. Payment Note, Internal Note).
Accessing Note Types
Click Settings in the top navigation bar.
Select Note Types under the Members section in the left-hand menu.
Viewing Existing Note Types
Lists all note types with an ID number, name, and the number of notes currently using that type.
Delete is only enabled for note types with 0 notes assigned. Note types currently in use show a greyed-out Delete button and must be reassigned before they can be removed.
Editing a Note Type
Click the pencil icon or Edit next to a note type to open the Edit Note Type window.
Update the Note Type Name field.
Click Save to apply the change, or Cancel to discard it.
Adding a Note Type
Click + Add Note Type in the top right.
Enter a name in the Note Type Name field.
Click Add to create it, or Cancel to discard it.
Deleting a Note Type
Click Delete next to a note type with 0 notes assigned.
A Confirm Delete window appears asking "Are you sure you want to delete this note type?"
Click Confirm Delete to permanently delete it, or Cancel to back out.
That's it!