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Work with note categories

Note categories provide a way for users to organize their notes to make them easier to find. For example, users can search for notes based on the note category. Administrators and group leaders can manage note categories.

Add a note category

You can add a maximum of 100 note categories to a case.

Use the following procedure to add a note category.

1.On the Case Home page, under Case Setup, click Note Categories.

2.Click Add.

3.Type a Name for the note category.

4.Click Save.

5.To allow users to access the note category, set security for the note category. For more information, see Set security for note categories.

Set security for note categories

To allow users to access a note category, you set security for the note category.

By default, the security setting for new note categories is set to Deny.

For information about how to set security for multiple note categories at the same time, see Work with security for objects.

Use the following procedure to set security for a note category.

1.On the Case Home page, under Case Setup, click Note Categories.

2.Click the name of a note category.

3.In the navigation pane, click Security.

4.Depending on which groups you want to set security for, do the following:

oTo change security for a user group, hover over the row for the group, and then select an option.

oTo change the security for all user groups, select an option in the heading row. Then click OK.

The following security settings are available.

Rename a note category

With proper permissions, group leaders can rename note categories.

Use the following procedure to rename a note category.

1.On the Case Home page, under Case Setup, click Note Categories.

2.Click the name of a note category.

3.Edit the Name.

4.Click Save.

Delete a note category

Use the following procedure to delete a note category.

1.On the Case Home page, under Case Setup, click Note Categories.

2.Select the check box next to the note category.

3.Click Delete, and then click OK.