Detaching an External File from an Object Note

  1. Go to the form and record where the note exists.
  2. Select the option for the appropriate note type:
    • To display the Class Notes form, select Actions > Notes for All .
    • To display the Object Notes form, select Actions > Notes for Current; then click Attach/Detach Reusable to display the System/User Notes form.
  3. Select the note from whiuch you want to detach an external file.
  4. Click Delete.
    Note:  Although you click the Delete button, this step does not delete the attached file. It deletes the note and detaches the attached external file, but the attached file is not deleted from the system.
  5. Save and close the notes forms as appropriate:
    • From the Object Notes form, save the record and close the form.
    • From the System/User Notes form, click OK to save and close the form.

      If you attempt to delete a reusable note that is attached to one or more records, when you try to close the System/User Notes form, the system displays an error and does not delete the note. You must detach it from all records before deleting it.

    • From the Class Notes form, click OK to save and close the form.