complete management software

Firm > Manage Types > Manage Note Type 

Use this page to create Note Types to assist with organizing and categorizing Owner Account notes. 

Add a New Note Types

Step 1. Navigate to Firm > Manage Types > Manage Note Type.

Step 2.  Select Add Note Type from the Three Dot drop down menu. 

Step 3. Enter a Title for the Note Type.

Step 4. Click the Save Add button to finalize the new Note Type.