Personal Note Type List set up

The Personal Note Type List allows you to filter the note types displayed when creating a note. Setting this up will save time when creating notes.

1. Click on Note Viewing Add+ in the main menu or Select Other Note at the bottom of the workflow menu.
2. At the top of the screen, click View then Customise.
3. Select the Note Type(s) you want from the left pane and move them to the right pane using the blue arrow.
4. Select a default note type from the drop down menu above the right pane.
5. Click OK when finished.

To use list select Personal in the Note Type List Filter dropdown.