To edit a note, first click on its title in the Notes tab of the relevant record. This will open a new window on the current page, presenting the note title and note contents as editable fields.

You can change the note title and note contents as required, however they cannot be cleared; as they are marked with an asterisk, these fields require content and need to be filled before the note can be saved.

Click the green Save button to save your changes to the note. Once you click Save (or Cancel, if you decide not to make any changes), you will be shown the record overview screen again with the note appropriately updated.


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