To edit or delete an existing note category:
- Navigate again to Administrative > Advanced Settings > Notes Categories. The Customer Notes Categories window will appear.
- Highlight the note you wish to change and click either the Edit or Delete button.
a. Edit: Make any desired changes and click Save. Alternatively, you may click Cancel and select a different note.
b. Delete: A pop-up will ask you to confirm that you are sure you wish to delete your category. Select Yes or No.