Can I organize my internal communications?

Utilize different Note Types to better organize internal communications.

You can create custom Note Types to categorize the different notes you create for your Contacts and Jobs.

To create Note Types:

  • Click on your Profile Icon or initials in the top right corner
  • Select Settings from the drop-down menu
  • Within the Settings menu, open the Note Type tab
  • Click the blue +Add type

Communication - Note Type

Clicking on "Add Type" will bring up the following window:

Communication - Note Type Add

Here, you can:

  1. Name the Type in a way that makes organizational sense
  2. Save the Note Type so it appears on your list of options
  3. "Show on Share". By checking this box, related Contacts will be able to view notes assigned to that Type (as long as they are not marked as Private) using the Share Feature.

In your Note Type page, you can also use the buttons to the right of the custom note type to Edit an existing note type, Hide custom note types so they are unable when creating a note, or even Delete a custom note type.