Delete Site Notes

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.

Was this article helpful? If not, please let us know below!
Thank you for your feedback!
User Icon

Thank you! We appreciate your feedback.