Customer Notes Contact Settings
Requires. Administration Page; Customer Notes Contact Settings with Create, Modify, or Delete for changes.
A combined admin page that lets you manage two closely-related catalogs used on customer notes:
- Communication Reasons — why the contact happened (e.g. "Billing question", "Service issue", "Upsell").
- Communication Dispositions — the outcome (e.g. "Resolved", "Left voicemail", "Escalated").
Both are simple list catalogs. Use them to turn free-form notes into structured data your team can report on.
Getting here
- From Admin → Catalogs, click Customer Notes Contact Settings.
- Or go directly to
https://portal.securitytrax.com/acme/admin/cms/customer-notes-contact-settings.
Edit form (either list)
| Field | Required? | Type | Validation | Notes |
|---|---|---|---|---|
| Name | Yes | Text | Unique within the list | Appears in the dropdown on customer notes. |
| Category | Optional | Select | Depends on the list | Rolls up for reporting. |
| Status | Yes | Select | Active / Inactive | — |
Related
- Customer Note Types — the top-level note categorization.
- Notes & Tickets — where reasons and dispositions get chosen.