Change Customer Note Types
Customer Note Types provides a list that lets you identify the type of note you are creating for a customer. BizScheduler enables you to create an unlimited number of notes for your customers. By providing a Note Type, you can quickly find the information you are looking for. For example, you may want to have a note type of "Personal Info" where you record likes and dislikes, family information, and other items that help you to build a closer relationship with your customers. You may want one for "Problems" so you know any conditions that needed fixing, and maybe a "Business" type where you note what your customer does for work.
To make changes to this list, do the following steps:
- Go to the Hub and click the Customer Note Types link under the Setup / Configuration section
- Click on a note type to change its name, followed by the checkmark to save it
- The other attributes can be changed by clicking on them
Note: You can Delete a Note Type that has been used. This will remove all references to the Note Type, but will not impact the NOTES associated with it. If it has been used, you may want to make it Inactive instead, which will remove it from any selection lists within BizScheduler but let you reactivate it so you can find those notes by searching for that note type in the future.
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