To add a new note category:
- Navigate to Administrative > Advanced Settings > Notes Categories. The Customer Notes Categories window will appear.
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- Click Add and enter a Name for your category in the box.
- Click the Color drop-down arrow and select a theme color to determine how your note will appear when added as part of this category. New notes added as part of a note category will appear within a bubble filled with the selected color.
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- Click Save to create your category.