Create a Note Type

Use these steps to create note types that can be used as templates for notes.

To create a note type:

1. Under the Setup menu group, go to Notes > Notes Types.
2. Click + New Note Type.
3. In the Create Note Type dialog box that displays:
   1. Specify a name for the note type in the Note Type field. This is a required field.
   2. Provide a brief description in the Description field.
4. Click Create Note Type.