Can I apply a category to a note?

Note categories.

This article refers to functionality currently on limited release. It is expected to be widely available in Q3 2024.

Note categories are not the same as the categories that can be applied to conversations. 

Applying a note category

1. Click the drop-down next to the Add button and select the note category you wish to use.
2. Write your note.
3. Click the Add button when done.

The note will appear in the History for that customer, showing the selected note category (or the default note category if none was selected). The selected category will determine if the note is Internal or Public.

Changing the note category

If you need to correct or update the note category for a note in the history of the contact:

1. Click the current note category, listed under the note.
2. Click to select the new note category.