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
- Search for the customer/work address with the note you would like to edit
- Click on the customer/work address name to open their account. Navigate using the tabs across the top. Click Notes
- You will see a page with different methods of communication. Click Edit next to the note you want to change
- You will see a page with space to name the title, note, and tick options. Change the information as required. Click Save