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!
Solved
Is it possible to add a new 'Note category'?
Best answer by jjonik
Perfect! Thanks so much.
+2Yes! 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.
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