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Add and Delete Note Types

In Ninjodo, you can create customisable note types to satisfy the different needs of your business, adding note types will help you and your team identify information quickly and will allow you to look up for specific information by filtering your contacts notes by type so you don't have to scroll through the entire record notes section. 

 

TO ADD A NEW NOTE TYPE:

 

STEP 1

Go to Admin panel from the top right menu. Choose "Dropdowns" from the left.

 

 

STEP 2

From the dropdown menu choose "Note Type"

 

 

STEP 3

Click on "+ Add New Note Type"

 

 

STEP 4 

Enter the name and hit enter or click "Save"

 

 

TO DELETE A NOTE TYPE:

 

STEP 1

Click on "Delete a Note Type"

 

 

STEP 2

Click on the "x" beside the note type you wish to delete

 

 

STEP 3 

You'll receive a warning message. Click again on the "x" to confirm deletion.