Configure Clockwork Fields

Firm Settings Configurations
You now have the ability to configure the following:
Industries, Investors, Statuses, Specialties, and Note Types. 

Below is an example of configuring a Note Type. Please know these settings are only available to the Partner and Admin roles.

1. Click Clockwork [1] at the top left to access Firm Settings [2] and then click the Configure [3] tab:

Configure Tab

2. Here, we are adding a Note Types within the Info category:

Note Types

3. Click the Add Note Type button.

Add Note Type

4. Once clicked, a box will auto-populate, offering the options of Note Name and Note Category. Once you fill in the boxes, you will then click Add Note Type:

Add Note Type

5. Here, you can see that we added Follow Up as a Note Type within my Project's note section:

Follow Up
Other Configurable's
Users now have the option of selecting "Seniorities" from the drop down window when configuring your Firm Settings.

You can select from the list of standard "Seniorities" titles or simply create your own by clicking "Add Seniority".


RELATED ARTICLES:

How do I add files to Notes?

Why can't my Client see the notes I made?

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