How to Delete Notes

Deleting Notes is a permission available in Security Roles. To set up this permission, follow these steps.

Go to Setup > Security Roles > Select the User Role > Entity Permissions > Modify All Notes / Modify Own Notes

To delete a note, follow these steps

1. Enter the Contact’s file 

2. Hover over the note you would like to delete 

3. Click on the  icon  

4. Click OK on the pop-up confirmation box