Creating Custom Post-It Categories

The customizable Post-It Categories enable you to efficiently categorize information. Examples might vary from records that have Parking Tickets to something as simple as a Rabies Expiration reminder. In any case, it will be easier for you to track your Post-Its if you create custom Post-It Categories to which different types of Post-Its can be assigned. Leaving the Category blank can be used for non-specific types of reminders or comments.

 

To create a new Category: search and select a record you would like to add a Post-It Note to and click on the Post-It Note icon. Click on the ellipsis next to the Category dropdown box. The Post-It Note Categories screen displays. If an existing code is selected in the grid, you can change the category name by clicking in the grid, deleting the existing name and typing the new name.

 

To add a new Post-It Category: select New, type the Category name into the Post-It Category text box, and press Save.