Editing a Note Type

This feature allows you to edit Note Types for workfiles. Once a Note Type record has been added, the Category and Type fields cannot be edited or deleted. Note Types options include Active, Viewable by Customers, and Print on Final Bill.

To edit an existing Note Type

1. Select Configure > Profiles from the menu bar.
2. Select your repair facility profile, and then select Edit from the mini-toolbar.
3. Click on the Note Types link under Basic Settings.
4. Click on the Note Type entry, and then select Edit from the toolbar.
5. Select or deselect the Active option.
6. Select or deselect the Viewable by Customers option.
7. Select or deselect the Print on Final Bill option.
8. Click OK, and then select Save or Save and Close.