How to use note type to tag notes on Netsuite Record?

Hi All,

In this post we are going discuss about Note Type CRM List.
Under communication, we usually see a Tab User Notes which contains Note record.
This note record is used to attach a note to particular record.  To differentiate between
different type of notes Netsuite uses Note Type.

There are multiple CRM list , Note Type is one of them. Please refer image below:

This type defines a list of values that are used by the note record to set the type of note.
To create/access CRM List, go to Setup > Sales > Setup Tasks > CRM Lists > New > Note Type.
The internal ID for this record is notetype.

Screenshot of Sales Order's Communication Tab:

User Notes Tab on Sales Order

When click on New Note , New Note record will be open

Note Record

 If you want to see detail about Type, click on label and you will see description:

Note Type Description

The note type record is fully scriptable, which means that it can be created, updated, copied, deleted, and searched using SuiteScript.


** Client Script and Server Scripts both support Note Type.

Note: if you are not able to see Note Type after adding new , please contact Netsuite support. We saw this bug in few account. Support should be able to solve this.

Thanks
Netsuite Guru



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