Editing a Note

To edit a note:

1. Open the record containing the note you want to edit.

2. Click the Notes tab. For employee notes, click the Personnel File tab.

3. Double-click the note you want to edit. The Notes dialog box appears.

4. Make any changes as necessary.

5. Click Save.

See Also:
Editing a Note
Deleting a Note
Customer Notes Tab
Employee Personnel File Tab