Note Type
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:
- Click Setup > Customization > Note Type.
- In the List of Note type page, click Add.
Note Type window is displayed. - Enter the Type Name in the corresponding text box. You can add multiple note types at one go.
- Click Add. The new note type details are displayed in the List of Note type page.
- Click the Edit link under Action section. Note Type window is displayed with the current note type title.
- Enter the new title in the Type Name text box and click Save.
- Click the Delete link under the Action section of the particular note type.
- Click OK. The note type will be deleted.
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