Edit notes

To edit a note

  1. Open the associated record.
  2. In the Notes & Attachments section, click the name of the note. The Note Detail page displays.
  3. Click Edit.

  4. Select the Private checkbox to limit access to the note to you and your administrators. The note is not visible to other users.

  5. Modify the Title and Body of the note if needed.
  6. Click Save.

Learn more...

Overview: Notes and attachments

Add attachments to records

Create notes

View attachment details

View note details

Edit attachment details

Delete notes and attachments