Edit a Note on the Client Profile

Use the following steps to edit 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 on the Edit icon on the Note you want to change.

3.      When the Edit Notes screen displays, make the required to the note, then click Save.

4.      The new changes are applied to the Note.

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