Updating or removing a note

Notes recorded in the activity history can easily be updated or removed.

Updating a note

To update a note, when viewing an organisation locate the note you want to update and click the arrow then Edit.

A new window will then be displayed in which you can update the note. Once updated, click Save.

Removing a note

To remove a note, when viewing an organisation locate the note you want to remove and click the arrow then Delete.

A final warning will be displayed asking you to confirm your decision to permanently delete the note.