Modifying the notes

You can access this Related Item section from the details screen of these entities:
  • Account
  • Calendar
  • Contact

To review and specify this information:

  1. Click Notes. The Notes List view screen is displayed..
  2. Select the appropriate Notes to be updated. The Notes Details screen is displayed.
  3. Click the Edit option to modify the details related to notes.
  4. 4. Review and modify the information:
    Subject
    The purpose of the notes.
    Description
    A brief description of the notes.
  5. Click Save.
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