How to create a custom note type with Altru

Introduction

Creating a custom note type gives you lots of benefits concerning your emails. First, it serves as proof that your email was already gone out. Aside from that, it will also help you avoid sending the same email multiple times to the same email address. 

You can create a custom note type for post-visit surveys, reminders, and emails for particular transactions. Having that, you can send multiple emails to the same recipients by attaching different note types based on the emails you want to send to customers. 

Creating a Custom Note Type with Altru

1: Log in to your Altru account and proceed to Administration.

2: Go to the Code Tables

3:  Click on the drop-down menu, select Tickets, and apply.

4: Proceed to Sales Order Note Type

5: Click on Add, and a dialog will appear where you can put in the name of your note type.

6: You can edit or delete your note type by clicking it.

Summary

Note type helps you manage your emails by not letting you send the same email many times to the same recipient. On the other hand, it is also useful when sending different emails to the same email address.

If you have more questions, please reach us through our support channel.

You can also check the tutorial on how to create a membership note type and How to create a SYNC Operations note type.