Task/Note Types

🗂 Task & Note Types in Acquaint

Each Task or Note is assigned a Type, which helps categorize its purpose—for example:

• Property Inspection Reminder

• Telephone Call

• Appointment Follow-up

Using Types ensures consistency and improves reporting and filtering across the system.

⚙️ Accessing & Managing Types

You can view and manage Task/Note Types in two ways:

• Configuration & Administration tab → Contacts icon → Task / Note Types

• Or directly from the Correspondence tab when creating a new Task or Note

➕ Creating New Types

• New Types can be added at any time

• There is no limit to the number of Types you can define

🔄 Updating Contact's Last Check Date

When adding a Note, you can choose to update the Contact’s Last Check Date by selecting the Update Contact Checked Date option. This helps track the most recent interaction with the Contact.