How can I add note types?

Notes provide a space to make a record of information or comments related to a particular record. Note type refers to the classification of the notes based on the particular module or related section.

Note: By default, Recruiter and Admin have permission to create and edit a note type. But only Admin has the permission to delete a note type.

To add note type:

  1. Click Setup >Customization >Note Type.
  2. In the List of Note type page, click Add.
     
    Note Type window is displayed. 
  3. Enter the Type Name in the corresponding text box.
    Note: You can add multiple note types at one go.
     
  4. Click Add. The new note type details are displayed in the List of Note type page.

Related links: