How to Add a Note Type to the Note Type LOV at Transaction level on the Notes Tab in Collections Wor
Hi,
I would like to create a Note Type to be apply against a transaction in the Collections Workbench. I have followed the setups as suggested:
1. Create a Note Type in the Note Type Setup using the CRM Administrator responsibility
2. Add the Note Type to a source object via the Note Type and Source Mapping form.
3. In this mapping form, I selected the Source object: Collection Transactions to associate my new note type to it with the Application as 'Collections'.
4. Return to the Collections Workbench to try to select the new Note Type to create a note against a transaction. I can't see the new note added in the 'Type' LOV within the Notes Tab.