Set a Contact Type as Inactive

Use the following steps to set a Contact Type as Inactive, so it will no longer appear in the Case Note creation screen.

1.      From the Top Right Navigation Bar, click on the Settings icon.

2.      Under Support Coordination, click on Contact Types.

3.      The Note Contact Type screen displays. Click on the Contact Type you wish to make Inactive.

4.      The Edit Note Contact Type screen displays.  Click on the Status drop down button and choose Inactive.

4.      Click Save.

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