Article Details
Summary
Note types let you sort employee notes into categories.
Before You Begin
- To show the year in employee notes, go to Admin » Custom Configurations and enter ddd, MM/DD/YYYY, h:mm a in the Js date string format field.
- All admin users can open the admin page that controls these settings. Admin users can also delegate this page to other user groups. Non-admin users with access to this page can make edits that affect all locations in the app. See User Groups and Permissions.
Steps
- Go to Left-hand Navigation: Admin » Employee Notes.
- Select + Add.
- Complete the form. Use the field guide below for help.
- Select Save.
Field Guide
| Setting | Description | Helpful Hint |
| Type | How you want to categorize the note. | |
| Is Email | When you email a customer from the Leads Report, the email goes straight to the Employee Notes tab as this note type. | The note type shows when you send a custom email to a customer from the Leads Report (Reports & More > Leads Report). |
| Is Owner Type | Notes of this type go only to the Owner Profile. | |
| Is Animal Type | Notes of this type go only to the Animal Profile. | |
| Show On Run Card | If on, notes show on the Run Card. | A note must have a note type with this setting on to show on the Run Card. |
Related Articles
- Employee Notes Topic Outline
- Create Employee Notes How-To
- Add Employee Notes to Run Cards How-To
Comments
0 comments
Article is closed for comments.