Deleting Notes

Note is not needed anymore? You can either delete your notes from the Utility Bar or navigating to the record the note is related to. In this guide we'll do a quick walk-through of how to do these actions.

From the Utility Bar

1. Open the Utility Bar's Notes tab by clicking on it at the bottom of the screen.
2. Click on the note that you want to delete. A new popup will open at the bottom right corner of the screen. 
3. Click on Delete on the bottom left of the popup.
4. You will get a prompt to confirm that you are deleting a note. Click Delete again.

Inside a Record

1. Open the record where your note is stored and navigate to the Files tab inside the record.
2. Click on the Note title to open the popup at the bottom right of the screen.
3. Click on Delete on the bottom left of the popup.
4. You will get a prompt to confirm that you are deleting a note. Click Delete again.