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
- Open the Utility Bar's Notes tab by clicking on it at the bottom of the screen.
- Click on the note that you want to delete. A new popup will open at the bottom right corner of the screen.
- Click on Delete on the bottom left of the popup.
- You will get a prompt to confirm that you are deleting a note. Click Delete again.
Inside a Record
- Open the record where your note is stored and navigate to the Files tab inside the record.
- Click on the Note title to open the popup at the bottom right of the screen.
- Click on Delete on the bottom left of the popup.
- You will get a prompt to confirm that you are deleting a note. Click Delete again.