Description: In this topic you will learn how to add a new Note Sub Type, search, export, view, 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
Add a new Note Sub Type
- Log in to DCI
- Select Settings from the main menu
- Select Custom Drop Down from the sub menu
- Select Add New Custom Drop Down Item
- Select Note Sub Type from the Item Type dropdown menu in the Add New Custom Drop Down Item wizard
- Complete the wizard with the Item's name and status
- Click Save
- Click Yes in the confirmation alert window
Search and View for a Note Sub Type
- Log in to DCI
- Select Settings from the main menu
- Select Custom Drop Down from the sub menu
- Select Note Sub Type from the search criteria, then click the blue Search button
- Click anywhere in the row to select a particular Note Sub Type
- 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
- 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.
Export Note Sub Types
- Log in to DCI
- Select Settings from the main menu
- Select Custom Drop Down from the sub menu
- Select Note Sub Type from the search criteria, then click the blue Search button
- There are two options to export:
- Export all Note Sub Types by clicking the Export button located beneath the search filters
- 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
- 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.
Edit a Note Sub Type Code
- Log in to DCI
- Select Settings from the main menu
- Select Custom Drop Down from the sub menu
- Select Note Sub Type from the search criteria, then click the blue Search button
- Click anywhere in the row to select a particular Note Sub Type
- Select Actions then Edit Custom Drop Down Item from the dropdown menu
- Complete desired edits
- Click Save
- Select Yes in the confirmation alert window
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