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Edit Notes added for a user
Jobin Johny avatar
Written by Jobin Johny
Updated over 5 months ago

How to update/Edit notes added for a user.

To update notes for a user, please follow these instructions:

  1. First, locate the "Users" option in the customer module on side navigation bar and select it.

  2. Choose the specific user that you want to update notes.

  3. Locate the "Notes" tab and click on it.

  4. A list of Notes will appear on the screen. Choose the note that you want to update/edit information for and open it.

  5. You can now make any necessary changes to the Note. Once you finish, click “Save” to update the Note.

That's it! You have successfully updated and edited the Notes for the selected user.

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