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How do I delete a note?

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This article steps you through the process of how to delete a note.

 

Below are the steps on how to delete a note:


1. Open the record and go to the "Notes" tab.

 

2. Hover your mouse towards to the right of the Note. Click on the pencil icon.

 

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3. Change the status of the note from "Active" to "Deleted".

 

4. Click the "Update" button to save.

 

2017-02-23_17_47_39-Employee__Bob_Smith.png

 

 

 

 

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