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How To: Delete a Note

For removing no longer needed client notes from the system.

Soraya Brown avatar
Written by Soraya Brown
Updated over 2 weeks ago

You can easily remove Client Notes individually.

  1. View all your Client Notes on the Notes page, the first column and the structure of your notes is the Note Topics, you can use this to sort and filter your notes by topics.

  2. The Client Column is the second column, you can also use this to Sort and Filter your Notes by Client.

  3. Clicking on a Note will open a Details of the note.

  4. Select the Delete Note button at the top of the left panel options.
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  5. To confirm deleting the note, click Delete. If not, click Cancel.

    Any Template that this Client Note was linked to will no longer have a note against it.

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