How To Delete A Note

Created by Belinda Henry, Modified on Sat, Jul 8, 2023 at 3:45 PM by Belinda Henry

The "Notes" section is a great way to see and take notes on a specific contact. You can also see details about the Notes, such as:

Date and time note was added

 Here's how to Delete a note:

Navigating To The Contact Details Tab - Notes - Step 01

Click "Contacts"
 
Navigating To The Contact Details Tab - Notes - Step 02
Click the contact you wish to view.
 
Navigating To The Contact Details Tab - Notes - Step 03
Click "Notes"
 
How To Delete A Note - Step 01
Click the "Delete" icon here.
 
How To Delete An Appointment - Step 02
The Appointment Status should have been changed to "Cancelled", but will still appear under appointments.