Notes Tile in an Invoice Record

Kerry Knackstedt
Kerry Knackstedt
Blackbaud Certified Loyalty Badge
in Blackbaud Financial Edge NXT® General Discussions

FENXT - how do you create a Note type in the Type Field on the Notes Tile for an Invoice record

Comments

  • Alex Wong
    Alex Wong Community All-Star
    Tenth Anniversary Kudos 5 Facilitator 4 bbcon 2025 Attendee Badge

    @Kerry Knackstedt
    You will need access right to Control Panel > Fields and tables

    74660526eeab7b8bda46487e9e475986-huge-im

    click over to Tables and search for note

    ca94ee2bf799a2c20ef9cfbce00a99c8-huge-im
    Make sure you selected the right one for Payables

    Click the … and select View, from here, you can add new values for Notepad Type selection.

  • Crystal Bruce
    Crystal Bruce admin
    Tenth Anniversary Kudos 5 February 2026 Monthly Challenge First Reply

    @Kerry Knackstedt discussion moved to Financial Edge NXT community. Thanks!

Categories