Configuring Note Categories

Notes categories are used to organize similar note classes. On Notes pages throughout the software, you can search by note category (rather than multiple note classes) and also group the notes by note category. 

To configure note categories::

1. In the Main Menu search for and select Note Categories. The Note Categories page opens.
2. Click Add. The Add Note Category window opens.
3. In the Description field, add a description/name for the category.
4. In the Code field, enter a unique code.
5. Click OK.

Now that the categories are created, they can be assigned to new or existing note classes. See Note Classes for more information.