Article Details
Note types indicate how you would like to categorize an employee note.
Before You Begin
- To show the year in employee notes, head to Admin » Custom Configurations and enter ddd, MM/DD/YYYY, h:mm a into the Js date string format field
- All admin users have access to the admin page controlling these settings. Additionally, admin users are able to delegate this particular admin page to other user groups. Non-admin users with access to this page will be able to make edits that affect all locations in the app. For more information see our article on User Groups and Permissions.
Create Note Types
- Navigate to Left-hand Navigation: Admin » Note Types.
- Select the + Add button.
- Create the Note Type using the Field Guide below to help you complete the form
- Select Save when you are finished
Field Guide
|
Setting |
Description |
Helpful Hint |
|
Type |
This is how you would like to categorize the note. |
|
|
Is Email |
When sending an email directly to the customer through the Leads Report, you can make it so the email is sent directly to the Employee Notes tab as the specific Note Type. |
The Note Type will display when sending a customized email to the customer from the Leads Report (Reports & More > Leads Report) |
|
Is Owner Type |
When creating a note it will only be assigned to the Owner Profile. |
|
|
Is Animal Type |
When creating a note it will only be assigned to the Animal Profile. |
|
|
Show On Run Card |
If enabled, the notes will appear on the Run Card |
Notes must be assigned a Note Type that has this setting enabled to appear on the Run Card. |
Related Resources
- Employee Notes Topic Outline
- Create Employee Notes How-To
- Add Employee Notes to Run Cards How-To
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