To edit 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 opens. 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 edit a note.
The Site record opens. Click on the Notes tab. Locate the Note you want to edit, and then click on the Edit button (pencil icon).
The Note Edit form opens. Make the necessary changes, and then click the Save button when finished.
