The Note Types feature allows users to create and categorize notes for different records, including Clients, Prospects, Sites, and Leads. A separate list of note types can also be maintained specifically for Contacts.
Selecting a Category for Note Types
Choose the appropriate category when creating or editing a note type:
For Contacts – Note type applies specifically to contact records.
For All Other Entities – Note type applies to Client, Prospect, Site, and Lead records.
Editing a Note Type
Navigate to the Note Types section.
Tap the name of the note type you wish to edit.
Rename it as needed.
Hit Save to confirm changes.
Adding a New Note Type
Tap the New button.
Enter the name of the new note type.
Hit Save to add it to the list.
Activity Report - Detailed
When adding or editing a note type, users can choose if the note type should appear in the Activity Report - Detailed.
By default, all note types will appear in this report unless manually deselected.
Properly maintaining Note Types ensures better organization and tracking of key interactions within SitePad CRM.