4.4.3.3.3. Delete a Note

To delete a note from a record, first open the relevant record overview page by clicking its entry in the menu at the top of the SharePortals page (e.g. People, Accounts, Quotes, etc).

• Click Notes in the menu on the right hand pane to display current notes for the record.
• Click on the Actions dropdown in the top right corner of the note you wish to delete:
• Click the Delete option.