Create New Loan Note Category


When you create notes on a loan or lease account, you can organize them into categories. This article will cover how to manage your list of categories.

Creating a New Loan Note Category

To create a new loan note category, navigate to Settings > Loan > Labeling > Note Categories inside your company account.

Click 'Add' to create a new loan note category.

Enter the category name in the field provided and then click 'Save.'

You also have the option to inactivate, edit, or delete an existing note category using the icons to the right of the note categories. The 'x' icon inactivates the category, the pencil icon edits, and the trash bin deletes the category.

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