Delete a customer/work address note

You can delete a customer/work address note if it was entered incorrectly, if it is no longer required etc.

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

Or read how to delete a customer/work address note

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



  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 Delete next to the note you want to remove



  4. To ensure you haven't clicked delete by mistake you will need to type 'delete' into the box and click Delete


 

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