Reorder note types and set default note type
complete
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David Keller
I have created some custom note types, and as far as I can tell they appear in a random order. So the default note type is a new one I created called "Podcast". Would love to be able to reorder the note types that appear, so I can have a default note type "Note" and then be able to click on the dialog to bring up other note types. In the current setup, my default note type is "Podcast" which I actually don't use very often!
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Stuart Haas
This is really needed. I created a custom note type, and now it's the default. At minimum, there should be setting to choose the default note type. It's a real pain to have to choose a note type when 70% of my notes are of the same type.
Kevin Sun
marked this post as
complete
In the settings tab -> under 'General' you can now set a default Note type!
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Stuart Haas
Kevin Sun Thank you, though I see the settings and made a change, it does not seem to appy this in a note. Save behavior as before.
Kevin Sun
Merged in a post:
Option to reorder event types/set a default
Cyan Train
Right now, Meetings are the default event type, but I have way more emails to track than meetings so it would be great if I could set Messages as my default event type.
Kevin Sun
Merged in a post:
Default note type
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Lasse Järvinen
You should be able to define on of the Note type as default note types.
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Stuart Haas
And order the list for the dropdown
Kevin Sun
Stuart Haas: what would the default ordering be here? Or would you want to set this custom?
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Stuart Haas
Kevin Sun I'd like to see a the ability to set the default note type (that's my biggest painpoint). As for order, drag and drop to set or alphabetical?
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Dave Rossberg
+1... the default order seems to be the order in which i've added them to my account... so now every event/note defaults to "drinks" which is not helpful.
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Stuart Haas
This is really needed. I created a custom note type, and now it's the default. At minimum, there should be setting to choose the default note type. It's a real pain to have to choose a note type when 70% of my notes are of the same type.
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Lasse Järvinen
Yes I agree this would make use of Dex much smoother
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Erik Jan
Indeed, that would be useful, in my view.
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Lasse Järvinen
Erik Jan Thanks Eric - appreciate if you give a vote up for this also
Matthew Silberman
Merged in a post:
Custom Order Event Types
Kendra Wright
I want to be able to organize event types in a "preferred order" so I can put the most popular at the top of the list and it is ordered that way when adding events. This makes the tagging of event type more efficient and fast when your most popular are at the top.
Matthew Silberman
Merged in a post:
Re-order note types
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Cam
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