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

Glad we could be helpful. Thanks for the feedback.

Sorry we couldn't be helpful. Your feedback will help us improve this article.

How helpful was this page?