Why can't I delete certain Note Types in Picklist Maintenance?
Note Type | What does it do? | Related Dashboards/Reports |
---|---|---|
Contacts | Used for Notes added to Contacts |
|
Defendant Insurance | Adds note to Defendant Insurance screen |
|
Adds note to Emails screen |
| |
Expert | Adds note to Experts screen |
|
File Review | Notes date of most recent File Review | Attorney File Review Overdue Dashboard |
Investigations | Adds note to Investigations screen |
|
Phone Call | This note type is used to create a note when click to dial is used (you do not have click to dial set up, but you can still use this note type for phone calls manually) |
|
Plaintiff - Contacted | Notes date of most recent Client Contact | Attorney Performance Dashboard |
Plaintiff Insurance | Adds note to Plaintiff Insurance screen |
|
Police Report | Adds note to Investigations screen |
|
Supervisor File Review | Notes date of most recent Supervisor File Review | Staff Performance Dashboard |
Task | Used to show completed tasks on Notes screen, and for notes about completed tasks. |
|
Witness | Adds note to Investigations screen |
|
Related Pages
Visit smartadvocate.com/support for other help options including how to access our Support Tracker and Daily Office Hours sessions.