Definitions: Auto Note Categories

In the Main Menu, click Setup, Definitions, Auto Note Categories.

The Auto Note Categories definition determines which category folders are available to organize Auto Notes. This list is empty by default. Add categories as needed.

Categories can be nested within each other. If a category is nested in another category, its parent will list under the Parent Category.

To change the order of the categories as viewed in the auto note window, see Auto Note Setup. Changing the order in the Definitions window does not change the view in the Auto Notes window.

Double-click an existing item or click Add to create a new item. The Edit Definition window will open.

Click OK to save. To remove a category all together, click Delete. Auto notes in deleted categories will not be deleted.