Edit a customer/work address note

You can edit a customer/work address note if it was entered incorrectly, if more information is required etc.

Watch a quick video showing you how to edit a customer/work address note

Or read how to edit a customer/work address note

  1. Search for the customer/work address with the note you would like to edit



  2. Click on the customer/work address name to open their account. Navigate using the tabs across the top. Click Notes



  3. You will see a page with different methods of communication. Click Edit next to the note you want to change



  4. You will see a page with space to name the title, note, and tick options. Change the information as required. Click Save

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