Delete a job note

Deleted notes cannot be recovered – so take care!

To delete a job noteNotes can be stored directly against clients, jobs and job tasks, so you no longer have to hunt around for sticky notes or scrap pieces of paper. Everyone who can see the client, the job or the task will be able to see the notes against it, streamlining collaboration within your team. :

1. In the Jobs menu, select Jobs.
2. On the Job Manager screen, All Jobs tab, drill down on the job number of the job that you wish to edit.
3. On the job detail 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.