To delete a Site Note, you must first access the customer record.
From the main menu, arrive at the Customers list with this path: CRM > Customers.
The Customers list will be displayed. Locate the customer in the list, and then click on the hyperlink in the Customer # column to open the customer record.
The Customer record opens. Click on the Sites/Systems tab, and then in the Site Number column, click on the hyperlink of the Site for which you want to delete a note.
The Site record opens. Click on the Notes tab. Locate the Note you want to delete, and then click on the Delete button (trashcan icon).
A confirmation message is displayed. Click the Yes button to delete the record.
