Deleting Notes

If you no longer need a note, you can delete it from the system. The way you delete a note is determined by the type of note it is.

For information about note types and classifications, see Working with Notes.

If the note you want to delete includes an attached external file, you do not need to delete the attached file. You just remove the connection between the application and the file by detaching it.

Deleting a Single-Record Note

  1. Go to the form and record where the note exists.
  2. Select from the notes grid the note you want to delete.
  3. Use the Delete option on the main toolbar or right-click menu.

    NOTE: If you delete a reusable note in the Object Notes form, you only detach the note from the record; you do not delete the note. To actually delete a reusable note, you must be in the System/User Notes form - see below.

  4. Save the record.

Deleting a Class Note (Notes for All Records in a Collection)

  1. Go to the form and record where the note exists.
  2. Select from the notes grid the note you want to delete.
  3. Use the Delete option on the main toolbar or right-click menu.

    NOTE: If you delete a reusable note in the Object Notes form, you only detach the note from the records in the current collection; you do not delete the note. To actually delete a reusable note, you must be in the System/User Notes form - see below.

  4. Click OK to save the change and exit the form.

Related Topics

Working with Notes

Creating and Attaching Notes

Detaching Notes and Files

Reading and Modifying Notes

Class Notes Form

Object Notes Form