Editing a Company or Person Note

To edit a free text note to a company, for example:

1. Open the company you want to make changes to, and click on the Notes tab.
2. Click on the hyperlink of the note. The Notes input page is displayed.
3. Type the changes to the note.
4. Select the Save button.

Go to Adding Customer Information home page...

See Also:

Company Fields

Changing Company Details