How to Delete Notes

Created by Cyndi DeBolt, Modified on Thu, Feb 15 at 12:57 PM by Cyndi DeBolt

Deleting Notes is a permission available in Security Roles. 


If you have permission to access the Setup menu, follow the steps to perform the action:


Setup > Security Roles > Click Role on the left > Entity Permissions > Modify All Notes / Modify Own Notes



To delete a note, follow these steps: Enter the Contact’s file > Hover over the note you would like to delete > Click on the trashcan icon > Click OK on the pop-up confirmation box 




 


 

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