Editing and Deleting Note Categories


To edit or delete an existing note category:

  1. Navigate again to Administrative > Advanced Settings > Notes Categories. The Customer Notes Categories window will appear.
  2. 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.

 

Updated on Tue, 18 Oct 2022 by Angela Chiaravalle

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