Can I Organize My Internal Communications?

Customize your 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

This will bring up the following window:

Screen Shot 2022-08-19 at 3.34.32 PM

Here, you can:

  1. Label the type in a way that makes organizational sense
  2. "Show on Share"
    1. 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
  3. Save the Note Type so it appears on your list of options

Additionally, you can select the buttons on the right of each custom Note Type to edit, hide (which removes the option to assign that type to any new note), or delete it. 

The default types cannot be renamed or deleted; editing only allows you to change whether or not they "show on share".