Info Types

The Info Types list lets you classify information entries.

INFO TYPES BASICS
       When to Use Info Types | Entering Info Types | Using Simple Lists

RELATED TOPICS
       Actions Taken | Appointment Types | Contact Types | Document Types | Problem Types

When to Use Info Types

Use Info Types to identify types of general information in the Info Log.  For example, you might have classifications such as the following:
  • company policies
  • job descriptions
  • procedures
  • registration & ID numbers
  • trivia

Entering Info Types

To enter Info Types, follow these steps:
  1. Choose Other Lists from the Options menu, and choose Info Types from the submenu.
  2. Click the New button, and type in an item.  You can also double-click on an item and change the text.
NOTE-- The Info Types list is a simple list of text.  For more about simple lists, click here.