# Create and Manage Custom Note Types in ATZ CRM

> Create, update, delete, and use custom note types in ATZ CRM to categorize candidate feedback, interview notes, client notes, and other CRM notes.

Source: https://atzcrm.com/help/email-and-calendar/activity-ops/custom-note-types/

Activity Ops

# Create and Manage Custom Note Types in ATZ CRM

Create, update, delete, and use custom note types in ATZ CRM to categorize candidate feedback, interview notes, client notes, and other CRM notes.

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Quick Answer

To create a custom note type, open Settings > Note Type Customization, click Add New Note Type, enter a name, and save. You can later edit, delete non-default note types, and select custom note types when adding notes to records.

Custom note types help teams organize notes such as candidate feedback, interview notes, client context, or internal follow-ups.

## Quick Answer

Open **Settings > Note Type Customization**, click **Add New Note Type**, enter a name, and save.

## Create a Custom Note Type

Open **Note Type Customization** from settings.

Click **Add New Note Type**.

Enter a name, such as **Candidate Feedback** or **Interview Notes**, then save.

## Update a Custom Note Type

Find the note type in Note Type Customization, click **Edit**, update the name, and save changes.

## Delete a Custom Note Type

Find the note type, click **Delete**, and confirm.

The default selected note type cannot be deleted.

## Use Custom Note Types

When adding a note to a candidate, job, or another entity, select the custom note type from the **Note Type** dropdown.

Enter the note content and save.

## Use Cases

### Candidate Feedback

Separate interview feedback from general notes.

### Client Notes

Track client preferences, intake details, or account context.

### Internal Reviews

Create note types for manager reviews or recruiter handoffs.

## Troubleshooting

### Note Type Cannot Be Deleted

The selected type may be the default note type.

### Note Type Is Missing

Confirm the note type was saved and refresh the note form.

### Notes Are Hard to Filter

Standardize note type names so users select consistent categories.

## FAQs

### Can note types be used across entities?

Yes. Custom note types can be used when adding notes to supported entities.

### Can I rename a note type?

Yes. Use the Edit action in Note Type Customization.

### Are custom note types useful for reporting?

They help categorize information consistently, which improves review and filtering.

## Related guides

[Custom Activity Types](https://atzcrm.com/help/email-and-calendar/activity-ops/custom-activity-types/) [Custom Activity Templates](https://atzcrm.com/help/email-and-calendar/activity-ops/custom-activity-templates/) [Candidate Profile Templates](https://atzcrm.com/help/candidate-management/candidates/candidate-profile-templates/)

Need help?

## Talk to the ATZ CRM team

Use the in-app chat for product support, or book a demo if you want to see this workflow with your recruiting data.

[Request demo](https://calendly.com/armaan-atzcrm/30min) [Start free trial](https://secure.talenticx.com/sign-up?token=A7K9X2M4Q8P1Z6R3T5WY)

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