Adding or modifying a note or alert type

You can create your own note or alert types so that you can categorize the notes or alerts that you assign to customer accounts.

1. Go to Administration > Population Settings > Note/Alert Types.

2. Choose one of the following:

• To create a new note or alert type, click Add New.

• To modify an existing note or alert type, click the Type Name of the type that you want to modify.

3. Enter the Type name of the note or alert type.

4. To retire the note or alert type so that it no longer appears in the list of available note or alert types, select Prevent further use.

5. Click Save.

Note: For complete descriptions of the options on this page, click here.

Related topics

Attaching a note or alert to a customer record

Applying a note or alert to multiple customers at once