We’re excited to introduce Note Categories for Internal Note Templates in Movegistics AI. This enhancement helps organizations better organize note templates by department, ensuring users can quickly find the right template when adding notes to a Work Request, Work Order, Contact, Companies, Lead, Trip, Claim & Storage Modules.

Instead of displaying every available template, users will now only see templates that belong to the category they select, making note management faster, cleaner, and more efficient.

✨ What’s New?

You can now:

• 🗂️ Create custom Note Categories
• 🏢 Organize note templates by department or business function
• 📝 Assign a category while creating a note template
• 🎯 Filter templates by category when adding notes
• ⚡ Display only relevant templates for the selected category

Example categories include:

• 👥 Customer Support
• 💰 Accounting
• 🚚 Operations
• 📊 Sales

🎯 Why This Matters

• As organizations grow, the number of internal note templates can increase significantly. Showing every template to every user can make it difficult to locate the appropriate one.
• With Note Categories, templates are organized by department or purpose, allowing users to quickly select the correct template while preventing unrelated templates from appearing.
• For example, if an Accounting user selects the Accounting category, only Accounting-related note templates will be displayed. Templates created for Sales, Operations, or Customer Support will be hidden, creating a cleaner and more efficient workflow.

⚙️ How to Configure

Create a Note Category

1. Navigate to Settings → Sales → Notes.
2. Open the Category tab.
3. Click ➕ Add Category.
4. Enter the category name (for example, Customer Support, Accounting, Operations, or Sales).
5. Save the category.

Create a Categorized Note Template

1. Open the Notes tab.
2. Create a new note template.
3. Select the appropriate Category.
4. Choose the applicable Service Type.
5. Enter the note title and content.
6. Save the template.

🚀 Start Using It

Once your categories and note templates have been configured, users can begin using them while creating Internal Notes in a Work Request, Work Order, Contact, Companies, Lead, Trip, Claim & Storage Modules.

When adding a new note:

1. 📝 Click Add Note.
2. 📂 Select the appropriate Note Category.
3. 📋 Movegistics AI will automatically display only the templates assigned to that category.
4. ✍️ Select the desired template and continue adding your note.

For example, if you select the Accounting category, only Accounting note templates will be available. Templates created for Customer Support, Sales, or Operations will not be displayed, helping users quickly find the most relevant note template.

💡 Key Benefits

• 🗂️ Organize note templates by department
• 🎯 Quickly find the right note template
• 🚫 Eliminate unrelated templates from the selection list
• ⚡ Improve efficiency when creating Work Request and Work Order notes
• 📋 Keep internal documentation structured and easy to manage

🎉 Available Now

The Note Categories enhancement is now available in Movegistics AI, making internal note templates more organized, easier to manage, and faster to use across different departments.