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How To: Edit a Note

For updating an existing Client Note.

Soraya Brown avatar
Written by Soraya Brown
Updated this week

You can easily edit Client Notes individually.

  1. To view all your Client Notes, Note Topics is the first column on the Notes board. You can use this to sort and filter your notes.

  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 the note.

  4. Make your Edits and then close the note.


    All edits made will be saved automatically.

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