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Notes can then further be made available against the individual entities (e.g. [[UTA]]s, organizations, [[User|users]], calendars etc) in the system using [[Advanced Logic]].
====Creating a New Note Type====
Before permissioning notes by roles, you must create a new Note Type and permission that Type specifically.
1. Click the 9-square menu icon on the top right of your page.
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||'''Color Code'''
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An optional color code that will appear for this Note Type when it is displayed. '''Tip: '''Setting a color code is a good idea as it can help you keep track of which users are leaving notes, and what types of notes are being left. |-||'''Lock on Type'''||Toggling on this option will make the note that is created under this type become locked under this type; its Note Type cannot be changed.
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||'''High Visibility'''||The high visibility feature allows the note created under this Note Type to always appear at the top of a record's main page in yellow; this ensures that the content of the note will be seen and addressed by the user. The high visibility feature is particularly useful for issues of urgency - e.g. ''DO NOT FUND''.
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==Configuration - Advanced==
