Add a note category

Settings - Contacts

You can add note categories to which users can add notes.

  1. Click Settings > Contacts.
  2. Click Note Categories.
  3. Click Add Note Category.
  4. Type a name for the category in the field provided.
  5. Click Save.

You can activate or deactivate note categories you have added. This saves you removing and re-adding categories over time. To deactivate a category, select its check boxes and click Deactivate. You can then go to the Inactive tab and activate it later.