The Project Notes category screen gives you an option of adding a customized category to the existing built-in Web Suite note categories like Billing Review, Invoice Review, Manual Invoice, General etc. Notes can then be saved under the newly created category. With this newly added notes category feature, the scope of notes has been extended and you can use these categories according to your needs. For example, you can create a notes category, wherein you can save notes of phone conversations with the client.
Journal Category Grid
The grid contains the fields, mentioned below:
Description:
Enter the text that describes the type of note. Field size should not exceed 65 characters.
In Active:
Mark the option, if you don't want the specific note category to appear in Project Notes screen.
Actions:
Use the following grid actions to manage notes categories:
Edit:
Click to make changes to an existing category.
Update:
Click to save the changes made to the category.
Cancel:
Click to exit edit mode without saving changes made to a category.
Delete 
:
Click to delete a category.
Save
:
Click to save a new category.
Help:
Opens the Web Suite Help in the Notes Category section.
Print:
Click to print the Project Notes Category Report.
New:
Click to add a new note type. Enter the name for note type in the textbox. Click the Save button to save the record.
Return:
Closes the Notes Category screen and takes you back to the Project Notes screen.