Creating, Editing, Deleting Quick Note Types

SEE ALSO: Filtering the Quick Note list by Type

NOTE: From v12.4 editing of Note Types is removed from the View Note Types window, resulting in a subtle change in behaviour...

Previously, double-clicking on a Note Type in this window would display the Edit window.

Now, double-clicking is the same as clicking the OK button, effectively choosing the selected record.

To "edit" a Note Type, delete and then re-create it.

To add a new Quick Note Type

From the Instant Message screen,

1. At bottom right, click in the Types filter box to display the Type selectors.

   

   

2. Click the View Types button to display the View Note Types window.
3. In the View Note Types window, click the +1 button to display the Add Note Type window.
4. Type a name for the Quick Note, as you want it to appear in the Types list.
5. Click OK.
6. Click OK.