Note categories let you organize and group notes based on context—such as Crew Member or Job. This organization ensures notes are easy to find, appear in the right areas, and help keep your information streamlined and relevant.
How to Add Note Categories
Navigate to Note Categories
Go to Settings.
Select Code Tables.
Click on Note Categories.
Add a New Note Category
Click on Add record.
Fill Out the Category Details
Order: Set the display order of the category in lists.
Screen Name: Choose where this category will appear (for example, Crew Member categories do not appear in the Jobs area).
Name: Enter a descriptive name for the category.
Description: (Optional) Provide additional information about the category.
Save
Review your entries and save the new category.
Pro Tip:
Ensure your categories are clearly named and assigned to the appropriate screens to maximize organization and efficiency.
See Also
Mastering Notes & Note Templates
How to Add Notes