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jjonik
jjonik
Rising Star
May 7, 2026
Solved

Is it possible to add a new 'Note category'?

  • May 7, 2026
  • 2 replies
  • 52 views

When adding a note for a contact, there are several categories to choose from, but I would like to create new ones.  Is this possible?  I do have admin privileges, but cannot find a way to do so.  Thanks in advance for any help!

    Best answer by jjonik

    Perfect!  Thanks so much. 

    2 replies

    Sally Heaven
    Sally Heaven
    Product Pro
    May 7, 2026

    Yes! Search for “Note Categories” in the lefthand sidebar. Or Engagement → Tracking & Codes → Note Categories.

     

     

    When you’re on the Note Categories page, click the button in the upper right hand corner for Add New Note Category. 

    Raise HECK, a Bonterra partner and certified Super User
    jjonik
    jjonikAuthorAnswer
    Rising Star
    May 8, 2026

    Perfect!  Thanks so much. 

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