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This page is for the Operations App. For the Classic Operations App please see Note Types (Classic Operations App). |
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Note types are used in the order form and route stops in the Notes tab.
To get to the Note Types section, go to Maintenance > Note Types.
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How to Create a New Note Type
Go to Maintenance > Note Types.
Click the + button in the top right.
How to Edit a Note Type
Go to Maintenance > Note Types.
Click the note type you would like to edit or click the action menu at the end of the row and select Edit.
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Quick Tip: You can open 2 edit forms by selecting the checkboxes of the note types and clicking the edit pencil icon in the top right. |
How to Delete a Note Type
Go to Maintenance > Note Types.
Check the checkbox of the note type(s) you would like to delete.
Click the delete button in the top right.
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