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:

1. Select System Config.
2. 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.

3. Fill in the fields in the blank row, and click Save.

To modify a collaboration note type:

1. Select System Config.
2. 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.

3. Select the type that you want to modify.
4. For the selected type, click in a field and modify the information as necessary.
5. Click Save.

To delete a collaboration note type:

1. Select System Config.
2. 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.

3. Right-click the type you want to delete, and select Delete Row.

Table 5-6 Note Types workspace - Field descriptions

Field	Description
Name	Name of the collaboration note type.
Description	Description of the collaboration note type.