Delete a Note on the Client Profile

Use the following steps to delete a note on the Client Profile.

1.      Open the Client Profile record (click CRM in the menu, click Clients, then search for the client profile you want).

2.     Click Notes.

3.     The Notes table displays. Under Actions click Del on the Note you want to delete.

4.     The following prompt displays for you to confirm the deletion.  Click Confirm to delete the note.

5.      The note is deleted.

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