Contact Note Types

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Contact Notes can be created by users to store information or record actions taken against a contact profile. Custom Note Types can be created to categorise the notes that are used or automatically generated in certain scenarios to keep a record of actions taken that relate to a particular contact. This can be helpful for reporting purposes as Note Types can be used as a filter in some reports and allow you to return all contacts which have a note of a particular type.

 

Tip: Note Types can also be used in the Online Enrolment Form when using a Contact Note step. This will cause the Contact Note created to use the assigned Note Type. This can be used for capturing agreement to terms and conditions or other fields that would be stored as a Contact Note.

Settings

 

Note Types

Add a new note type

  1. Enter the Note Descriptor
  2. Click Submit
 

Note: Each Note Type needs to have a unique Note Descriptor.

Update a note type

  1. Click the Update icon next to a Note Type
  2. Make changes to the Note Type as required
  3. Click Submit

Deactivate and reactivate a note type

  1. Click the Deactivate icon next to a Note Type
  2. View deactivated Note Types by selecting the Inactive tab above the list of Note Types
  3. Select the Activate icon next to the deactivated Note Type you wish to reactivate
 

Note: Inactive Note Types will not appear in lists of selectable Note Types in other areas of the system.

Delete a note type

A Note Type must first be deactivated before it can be deleted.

  1. View deactivated Note Types by selecting the Inactive tab above the list of Note Types
  2. Click the Delete icon next to a deactivated Note Type
  3. Click Ok when prompted to confirm the deletion
 

Note: A Note Type cannot be deleted if there are existing records of the Note Type in the system.

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