Documentation

Customer Note Types

Requires. Administration Page; Customer Note Types with Create, Modify, or Delete for changes.

Customer note types are the categories your team picks from when logging a note or ticket on a customer. Good note-type hygiene makes reporting meaningful — you can count "service complaints" vs. "upsell conversations" only if those are distinct types.

List behavior

  • The admin list shows active note types by default.
  • Use the Active filter to switch between active and inactive rows.
  • Deleted note types are hidden from the list and direct links to them return a 404.

Getting here

  • From Admin → Catalogs, click Customer Note Types.
  • Or go directly to https://portal.securitytrax.com/acme/admin/cms/customer-note-types.

Edit form

Field Required? Type Validation Notes
Name Yes Text 1–255 chars, unique Appears in the note-type dropdown.
Is ticket No Checkbox — When checked, notes of this type are also surfaced in the Tickets queue and use a due date.
Default follow-up days Conditional (if ticket) Number ≥ 0 How many days after creation the due date defaults to.
Icon No Select — Visual indicator in the notes list.
Status Yes Select Active / Inactive Inactive types stay on old notes and work orders, but they do not appear when you create a new record.

Related