Editing note types

To edit a note type:

  1. Select Configuration > Common > Note Types.
  2. Double-click a note type.
  3. Specify this information:
    Display Name
    The display name of the note type in the application. This is an optional field.
    Enabled
    If this checkbox is selected, the note type functionality is enabled for the creation of notes and displayed in the application.
    Include Playbook Chapter
    If this check box is selected, the note type is included in the Playbook.
    Format

    The type of format for the note:

    • Log: Generates a new note entry for every change. However, the existing notes are not editable.
    • Freeform: Displays an editable freeform text field.
    Note: 
    • To delete a note type, click Delete.
  4. Click Submit.