How to create a membership note type

Creating a Note Type for your membership queries is very useful. You can utilize it for any queries like manual tagging, sending emails for batch orders, and sending emails for advance, daily and online sales.

Refer to the written guide below to make sure that you follow the process of creating a Note Type correctly.

1: Go to your Altru account and click on Administration.

2: Proceed to Code Tables

3: Under Code Tables, click on Filters. On the drop-down menu, select Membership and click on Apply. It will then bring you to the list of Membership categories for the Code Tables.

4: Click on the Membership Note Type.

5: On the Membership Note Type Table Entries, you need to click the Add.

6: After clicking the Add button, a dialog box will appear where you can write down the kind of Note Type you are creating. Click OK.

7: Well done! You now have your Note Type. Add more by clicking the Add button and doing the same process.

You can also check the guide on how to create a SYNC Operations note type. If you don’t understand something or have questions, please reach us through our support channel. We are always happy to help!