Updating Notes

To edit a note, select either the Account Name or a Contact Name where the note is assigned.

If you selected an account name, the program presents the Account Detail View.  The Account Detail View has four (4) views that are also available: Activities, Notes, Opportunities, and Contacts. These views display only the information related to the selected account.

If you selected a contact name, the program present the Contact Detail View. The Contact Detail View has three (3) views that are available: Activities, Notes, and Opportunities. These views display only the information related to the selected contact.

If the view is not already displaying the notes for the account, or contact, simply click the Notes Button.

Once all the notes for the account, or the contact, are displayed, select the Edit icon next to the note you wish to edit..

A screen similar to the one shown below will be displayed:

Notes

Edit the note information as needed in the editing window.

Saving The Changes

To save any changes to the note entry, select Finish.

Select Close if you wish to discard your changes.