Adding, modifying, and deleting a collaboration note type
If collaboration notes that are based on a collaboration note type exist, you cannot delete the collaboration note type.
To add a collaboration note type:
- Select System Config.
- In the Collaboration section, click the Note Types link.
The Note Types workspace appears, and information about existing collaboration note types appears, followed by a blank row.
- Fill in the fields in the blank row, and click Save.
To modify a collaboration note type:
- Select System Config.
- In the Collaboration section, click the Note Types link.
The Note Types workspace appears, and information about existing collaboration note types appears, followed by a blank row.
- Select the type that you want to modify.
- For the selected type, click in a field and modify the information as necessary.
- Click Save.
To delete a collaboration note type:
- Select System Config.
- In the Collaboration section, click the Note Types link.
The Note Types workspace appears, and information about existing collaboration note types appears, followed by a blank row.
- Right-click the type you want to delete, and select Delete Row.
Note Types workspace - Field descriptions
Field descriptions for the Note Types workspace
Field
|
Description
|
Name
|
Name of the collaboration note type.
|
Description
|
Description of the collaboration note type.
|
