You can create and select which note types will update the Last Contacted field using the Lists Tab in Admin.
In order to edit the Notes that will update the Last Contacted field in Candidate and Client records, you will need to have Admin Privileges.
Please note that some of the Note types are mandatory to the system in updating the Last Contacted field and therefore cannot be edited.
Any Note type that has a tick in the Update Comms Checkbox will update the Last Contacted field when used in a Candidate or Client record.
- Firstly you will need to click on 'Admin' in the blue nav bar at the top of the screen and then select 'Lists' tab from the grey nav bar below.
- In the List Name dropdown select 'Note/Todo Types'.
- To make a Note update the Last Contacted field tick the 'Checkbox' in the Update Comms column.
- To make a Note not update the Last Contacted field, untick the 'Checkbox' in the Update Comms column.