How To Edit a Note

Additional information related to the contact record may be stored as a Note. Each note may include a title, note date, text, and an attachment.

1. Open the Contacts module.
2. Select a contact type in the Left Navigation Panel.
3. Click a contact name.
4. Open the Tools tab>Notes.
5. Click the  (Edit icon) next to a note title.
   
6. Update the information as necessary.
7. Click Update.