Note Settings

Manage the list of note types your team picks from when logging a note.

Note Types

Note types categorize your notes (e.g., Phone call, Meeting, Mailing, Report submitted). A type is picked when logging a note, and the Activity tab can be filtered by type — see Notes.

Managing Note Types

1. Go to CRM Settings > Notes > General
2. Under Note Types, click Add Note Type, or use the pencil to rename one
3. Drag to reorder the list

Each name can be used once (capitals don't count, so "Phone call" and "phone call" are the same type). The order here is the order in the note form and in the Activity tab's filter. You need CRM edit permission to change the list.

Types are also added when you import notes from a spreadsheet with a type that isn't on the list yet — see Importing Notes.

Deleting a Note Type

Click the trash icon next to the type. The confirmation says how many notes use it. Those notes keep their text and date; they just no longer have a type.