Change Note Type

When you change the note type, all the information in the note is deleted and replaced by template lines specified for the new note type selected.

To change the note type:

1. Under the Setup menu section, go to Notes > Notes.
2. Use the search filter and/or the Search field at the top of the workspace to select a note and change its note type.
3. Click Change Note Type....
4. In the Change Note Type wizard that displays:
   1. In the New Note Type field, select a note type in the dropdown list.
   2. In the Copy from Note No. field, select a note to change its type.
5. Click Change Note Type to confirm the action or Cancel to exit without changing the note type.