Description: In this topic, the user 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

  1. Log in to DCI
  2. Click Settings on the main menu
  3. Click Custom Drop Down on the submenu
  4. Click Actions
  5. Select Add New Custom Drop Down Item from the drop-down menu
  6. The form wizard will open. In the Item Type field, select Note Sub Type from the drop-down menu.
  7. Complete the wizard with the item's name and status
  8. Click Save and Yes to confirm

Search for and View a Note Sub Type

  1. Log in to DCI
  2. Click Settings on the main menu
  3. Click Custom Drop Down on the submenu
  4. In the Select Item Type filter, select Note Sub Type.
  5. Click Search
  6. Click anywhere in the row to select a particular Note Sub Type and open the custom drop down details page
  7. Click on the tabs to view additional information
    1. All notes that have been added to the system with this sub type will appear in the Notes tab. Use the filters to find desired notes.

Export Note Sub Types

  1. Log in to DCI
  2. Click Settings on the main menu
  3. Click Custom Drop Down on the submenu
  4. In the Select Item Type filter, select Note Sub Type.
  5. Click Search
  6. There are two options to export:
    1. Export all Note Sub Types by clicking the Export button located beneath the search filters OR
    2. Use the filters to search for specific Note Sub Types, then click Export.
  7. The file will automatically download and save as a .CSV file to the Download folder on the user's computer. The file is compatible with Microsoft Excel.

Edit a Note Sub Type Code

  1. Log in to DCI
  2. Click Settings on the main menu
  3. Click Custom Drop Down on the submenu
  4. In the Select Item Type filter, select Note Sub Type.
  5. Click Search
  6. Click anywhere in the row to select a particular Note Sub Type and open the custom drop down details page
  7. Click Actions
  8. Select Edit Custom Drop Down Item from the drop-down menu
  9. Complete desired edits
  10. Click Save and Yes to confirm

Related articles

Related articles appear here based on the labels you select. Click to edit the macro and add or change labels.


Related issues