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Why can't I delete certain Note Types in Picklist Maintenance?

Why can't I delete certain Note Types in Picklist Maintenance?

Note Type

What does it do?

Related Dashboards/Reports

Note Type

What does it do?

Related Dashboards/Reports

Contacts

Used for Notes added to Contacts

 

Defendant Insurance

Adds note to Defendant Insurance screen

 

Email

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
Attorney Performance Dashboard
Attorney Performance Report
Overdue Report
Staff Performance Dashboard
Staff Performance Report

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
Attorney Performance Report
Client Contact Overdue Dashboard
Overdue Report
Staff Performance Dashboard
Staff Performance Report

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
Supervisor File Review Overdue Dashboard

Task

Used to show completed tasks on Notes screen, and for notes about completed tasks.

 

Witness

Adds note to Investigations screen

 


Related Pages

 

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