Note types are used in the order form in the Notes tab. 

To manage note types, go to Maintenance > Note Types.

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How to Add a Note Type

1. Go to Maintenance > Note Types.
2. Click the  button.

Alternate Steps

1. Click the arrow next to the New button, or press Alt + N keys. 
2. Select Note Type.

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How to Edit a Note Type

1. Go to Maintenance > Note Types.

2. Click the note type you would like to edit or right-click the row and select Edit. 

   The right-click menu option Open in New Window will open the edit form in a window that can be moved around.

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How to Delete a Note Type

1. Go to Maintenance > Note Types. 

2. Click the note type you would like to delete.

3. Click the  button to delete the note type.

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Section Functions

Customize Grid Layout 

You can customize which columns you would like to view and arrange the order by clicking the Edit Grid Layout icon . 

Change View

You can switch between a table view and a card view by clicking on the Card View icon  or Table View icon .

Zooming Settings

You can zoom in or out of Next Dispatch pages in X Dispatch by right clicking on the page (other than on a card or table) and selecting Zoom In or Zoom Out, or use the Ctrl + or Ctrl - keys. 

Select

Use the checkbox at the beginning of each row, or at the top of each card, to select multiple records. 

Right Click Menu

Right click on a row or card to view right click menu options.

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