Notes
From Admin you can create Note templates, Note Types, and Note Categories that feed the notes form in the user instance. To create Note Templates, click on Notes Templates from Admin. To create Note Types, click on Note Type from admin. To create Note categories, click on Note Category from admin.
To create a new Notes Template click on + Add Note Template.
In the + Add Note Template screen, add the Note Name, the Template (Or template variable when applicable), the Note Type, make your Viewable By selection, and set the note Active.
An example Note Template created:
After creating and saving a note template, you can set additional constraints under Related Items.
Setting additional constraints (AccessKey constraints) allows you to make your template available to only a specific AccessKey and users in that AccessKey.
To create a new Note Type, click on Note Type from Admin.
In the Note Type screen, click + Add Note Type
In the + Add Note Type screen, add the Name, set it Active, then Save
To create a new Note Category, click on Note Category from Admin
In the Note Categories screen, click + Add Note Category
In the + Add Note Category screen, add the Name, set it Active, and then Save.