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.


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