Core Docs - Core Concepts - Add Multiple Note Types to One Entity

Rock Version: v19.0
Last Modified: 2026-03-19 1:22 PM

When you add a note to a person on the Person Profile page, you're adding a generic Person Note to the person entity. What if you wanted to be able to add a new type of note to a person? Say for instance your organization has a hospital visitation team and they want to have their own notes that stand out from the default ones. Developer needed...? Nope! You got this. Let's walk through the steps of adding this new Hospital Visitation note type.

The first step is to add the new note type under Admin Tools > Settings > Note Types. From the bottom of the grid select the Add button and the Add Note Type page will be displayed.

Once your new note type has been defined it's ready to be used. At this point you may consider adding security to it to control who has access to view and edit these notes.