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This Article article is for Administrators granted the Mange Case Note Categories privilege |
Case note subcategories provide checkboxes and additional fields for data entry.
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View Case Notes
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Click Manage Categories
Click 🔽 on the category > Edit Category.
Add subcategories
Repeat these steps as many times as required.
Click + Add under Subcategories (Optional).
Add a subcategory name.
Enable or disable the subcategory by clicking the slider.:
Yes to enable
No to disable
Enable or disable notifications (if set on parent category):
Yes to enable
No to disable
Save and exit
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Click Manage Categories
Click 🔽 on the category > Edit Category.
Click the Enabled slider to No for your subcategory.
Click Save
Delete a subcategory
Click Manage Categories
Click 🔽 on the category > Edit Category.
Click 🗑 for your subcategory.
Click Save
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