Edit the note categories

Video: Edit contact settings

Settings - Contacts

You can add note categories to which staff members can add notes.

1. Click Settings > Contacts > Note Categories.
2. Click Add Note Category.
3. Type a name for the category in the field provided.
4. Click Save.

You can activate or deactivate note categories you have added. This saves you from removing and re-adding categories over time. To deactivate a category, select its check box and click Deactivate. You can then go to the Inactive tab and activate it later.

See Also:

Edit the general settings

Add a business entity

Edit the client types and client subtype categories

Add and order dynamic fields and dynamic fields groups

Set up custom firm groups and filters (Firm Settings - mostly used in Practice Manager)