Editing & Deleting Notes

Overview:
Correct mistakes or remove outdated information by editing or deleting notes—while maintaining an audit trail.

Steps to Edit:

1. Open the Notes tab and find the note.

2. Click the Edit (pencil) icon on the note.

3. Make your changes and click Save.

Steps to Delete:

1. Hover over the note and click the Trash icon.

2. Confirm deletion in the prompt.

Tips & Best Practices:

• Instead of deleting, consider adding an Update note to preserve history.

• Only delete notes that contain errors or sensitive data that must be removed.

• Keep a changelog in a separate internal doc if auditability is critical.

Troubleshooting / FAQs:

• Edit/Delete icons missing: Ensure you have “Edit Notes” or “Delete Notes” permissions.

• Note reappears after delete: A workflow may be recreating it—check your automations.