Deleted notes cannot be recovered – so take care!
To delete a client note:
- In the main menu, select Clients. A list of all clients or a filtered A filter provides a quick way to display only selected clients, invoices, quotes and work in progress based on pre-defined criteria. Once a filter has been selected, it becomes the default title for the page. Page titles that are also filter names are shown in blue text with a drop-down arrow, at right. list of clients is displayed.
- Drill down on the name of the client that you wish to edit.
- On the client details screen, select the Notes tab.
- On the Notes tab, select the name of the note you wish to delete.
- On the note details screen, Delete and confirm deletion.