Editing Notes

Editing Notes is fast and simple in Fingertip. You can either edit your note from the Utility Bar, editing Note details as a Plan item 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 edit. A new popup will open at the bottom right corner of the screen. 
  3. Change your note details but remember to not leave the title field empty as it's required.
  4. Click Done.

As a Plan Item

  1. Open the Plan item where your note is listed as an Item and navigate to the Items tab inside the record.
  2. Locate your note inside the plan and click on the Note title OR the dropdown arrow (mceclip0.png) on the right-hand-side and click on Open Record to open the note details popup.
  3. Do changes to your note details. You also have an option to Create a Decision from the note!
  4. Click Save.

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. Make changes to your note details.
  4. Click Done.
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