How To... Change a Note

 
After selecting the account record, click on the “5” button in the Application Control Section
 
Click on the “C” button in the Application Control Section to enter the “CHANGE” mode.
 
 
 
Click on the “EDIT” hyper link  next to the comment line to be changed. 
 
Make the appropriate changes and click on the “UPDATE” hyper link to save the changes. 
 
Click on the “CANCEL” hyper link to abort any changes made.
 
The updated record will now appear with the changes that have been made.
 
 
After making the appropriate changes, click on the “I” Button in the Application Control Section to exit the “CHANGE” mode.
 
Note: Changes can only be made to notes with your user initials.
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