Note Type

Emily Russell

Hey Everyone!

I need to change the options that are in the Note Types in NXT/RE. Does anyone know how to reconfigure that? I need to add and delete some of the tabs in the Notes.

Dariel Dixon

@Emily Russell Code tables are managed in NXT now under settings. The note types are configurable there. I don't believe that you can delete tabs in the notes though.

That said, what tabs are you referring? I don't have any tabs on the notes at all.

Emily Russell

@Dariel Dixon
For example, on a constituents record in NXT there is a tile for Notes. When I click to add a new note it asks for what type. Is there a way to add and delete those types? Thank you.

Joe Moretti

@Emily Russell Is there a reason you want to delete those notepad types? Because for you to delete them the notes actually need to be removed from all the records first, otherwise the system will not allow you to delete them. In RE NXT any changes, you will have to got to Control Panel, Tables and look for Notepad Types. There you can add a new entry or clean up other ones, such as if you want to make one type the same as the other, you would replace that one and then delete it after it replaces it.

For example, below if I wanted to replace one with another, I would use the cleanup tab choose the one I want to replace, choose what I want to replace it with and then delete that table entry. But if you are just wanting to delete a table entry, it cannot exist in any record, so you would have to remove that particular notepad type (along with the notes) and remove the whole thing from records in either a global delete (but becareful) or manually if there are just a few.

Emily Russell

@Joe Moretti Thank you! This answered all my questions. Very helpful!