How Do I Create Categories For Notes
You can manage your notes and document categories using via the Maximizer Administrator Module; to either Add; Modify or Delete note and document Categories.
- Click on Administration in bottom left corner of your Maximizer.
- Select Administrator.
- Click System Fields under Preferences and expand Notes and File Categories.
- Expand Contact List File Category to display the current Note and File Categories. There are options to add New Categories and Delete Categories that may no longer be valid.