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Load the Overview tab of the customers account and click on Components > / Note
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Notes can have a set Type (the stock type is 'Default'), when adding a Note a drop down list is presented with ability to select a type. Clicking '+' operates the same way as other points within EngageIP (i.e. a new screen presented with text box allowing you to create new note Types). There is also a entry on the Setup tab for Note Types. A check box to 'Show On Overview Components' allows you to choose whether to show it at the top of the overview page or simply only show it in the list under the tickets list where all notes are shown.
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Clicking on the Setup tab
Under the Configuration section click Note types
From the Note Types page notes can be Added or Deleted
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Clicking the 'Add' button will bring the following screen. Error checking will detect duplicate notes and ignore them
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