Adding a Note Category


To add a new note category:

  1. Navigate to Administrative > Advanced Settings > Notes Categories. The Customer Notes Categories window will appear.

     
  2. Click Add and enter a Name for your category in the box. 
  3. 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

     
  4. Click Save to create your category.

 

Updated on Tue, 18 Oct 2022 by Angela Chiaravalle

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