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Please see attached guide for managing Note Sub Types.

View filenameAdmin Guide - Note Sub Types v1.0.pdfheight250Description: In this topic you will learn how to add a new Note Sub Type, search for a Note Sub Type, export Note Sub Types, view a Note Sub Type, and edit a Note Sub Type Code.

*Please note: Note Sub Types are used when a Custom Note Type is used when adding a note to an item, such as a client profile. The Note Sub Types appear in the New Note wizard on an item's details page when a Custom Note Type is selected.

Role Required: Super User

Permission Required: Notes Sub Type Admin

To add a new Note Sub Type

  1. Log in to DCI
  2. Select Settings from the main menu
  3. Select Custom Drop Down from the sub menu
  4. Select Add New Custom Drop Down Item
  5. Select Note Sub Type from the Item Type dropdown menu in the Add New Custom Drop Down Item wizard
  6. Complete the wizard with the Item's name and status
  7. Click Save
  8. Click Yes in the confirmation alert window

To search for a Note Sub Type

  1. Log in to DCI
  2. Select Settings from the main menu
  3. Select Custom Drop Down from the sub menu
  4. Select Note Sub Type from the search criteria, then click the blue Search button
  5. The view below will populate with relevant data associated with the search criteria
  6. To reset the search and show all Note Sub Types, click the Reset button

To export Note Sub Types

  1. Log in to DCI
  2. Select Settings from the main menu
  3. Select Custom Drop Down from the sub menu
  4. Select Note Sub Type from the search criteria, then click the blue Search button
  5. There are two options to export:
    1. Export all Note Sub Types by clicking the Export button located beneath the search filters
    2. Use the search criteria referenced in the instructions above to show a group of filtered Note Sub Types, then click the Export button located beneath the search filters
  6. The file will automatically download and save to the Download folder on the user's computer. It will be saved as a CSV file. The file is compatible with Microsoft Excel.

To view a Note Sub Type

  1. Log in to DCI
  2. Select Settings from the main menu
  3. Select Custom Drop Down from the sub menu
  4. Select Note Sub Type from the search criteria, then click the blue Search button
  5. Click anywhere in the row to select a particular Note Sub Type
  6. This will open the Custom Drop Down Details page where the Note Sub Type's events can be viewed and filtered, and edit the Note Sub Type information
    1. All notes that have been added in the system with this sub type will appear in the Notes table. Use the filters to find desired notes.

To edit a Note Sub Type Code

  1. Log in to DCI
  2. Select Settings from the main menu
  3. Select Custom Drop Down from the sub menu
  4. Select Note Sub Type from the search criteria, then click the blue Search button
  5. Click anywhere in the row to select a particular Note Sub Type
  6. Select Actions then Edit Custom Drop Down Item from the dropdown menu
  7. Complete desired edits
  8. Click Save
  9. Select Yes in the confirmation alert window

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