Delete a client note

Deleted notes cannot be recovered – so take care!

To delete one or more client notes:

1. In the main menu, select Clients. A list of all active clients is displayed. You can filterA filter provides a quick way to display only selected clients, jobs, quotes, work in progress, invoices and purchase orders based on pre-defined criteria. the list if you wish.
2. Drill down on the name of the client that you wish to edit.
3. On the client details screen, select the Notes tab.
4. Select the checkbox to the left of the title of each note you wish to delete.
5. Click Delete and confirm deletion.