When adding a note to a client, you can choose what type of note this was - for example a phone call, a meeting, or a Skype call.



To add more note types, go to Settings > Lookups.



Click on "Note type"



Click "Add item" to add new note types. You can also add an icon for this note type. Just click on the "Icon" link, which will take you to the Font Awesome site. Clicking on an icon on this site will show you the name for the icon, which starts "fa-". Type this icon name into the icon field in Senta.



Remember to click SaveĀ when you are finished.