Note Types

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Note types are used in the order and route stop forms in the Notes tab. 

To manage note types, go to Maintenance Note Types.

Field NameDescription
Note Type IDA unique name that identifies the Note Type.
DescriptionA description of the Note Type.

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How to Add a Note Type

  1. Go to Maintenance Note Types.
  2. Scroll to the bottom of the list of note types and add the new note type in the empty row. 

  3. Click the save icon  in the toolbar.

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How to Edit a Note Type

  1. Go to Maintenance > Note Types.
  2. Edit the field(s) you would like to edit.
  3. Click the save icon  in the toolbar.

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How to Delete a Note Type

  1. Go to Maintenance Note Types
  2. Select the note type you would like to delete by clicking on the grey box to the left of the Note Type ID column, the row will be highlighted blue.
  3. Click the delete icon  in the toolbar or press the delete button.
  4. Click the save icon  in the toolbar.

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