Note types

Prerequisite: To configure case number format, you must be assigned the DATAADM access code.

When users create notes on cases, documents, or contacts, they can select note types to classify these notes. You can define note types in WorkZone Configurator.

Create a note type

  1. On the start page, select Global.
  2. On the Note types tab, click Create.

  3. Fill in the following fields in the Create note type dialog:

    • Label by default: The default name that is visible when users add a new note.
    • Code: The code in the database.
    • Localize labels: Optionally, specify names in other languages.
    • Start date:  The date when the note type becomes active. Before the start date, the note type is invisible on the user interface.
    • End date: The date when the note type is deactivated. After the end date, the note type becomes invisible on the user interface.
  4. Click Create.

Edit a note type

  1. Select a note type that you want to edit.
  2. Click Edit.
  3. Apply the required changes in the Edit note type dialog.
    Note: You cannot edit the Label by default and Code values.
  4. Click Save.

Delete a note type

You can only delete a note type if it is not used in any existing note.

  1. Select a note type that you want to delete.
  2. Click Delete, and then click Delete.