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
- 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 edit. A new popup will open at the bottom right corner of the screen.
- Change your note details but remember to not leave the title field empty as it's required.
- Click Done.
As a Plan Item
- Open the Plan item where your note is listed as an Item and navigate to the Items tab inside the record.
- Locate your note inside the plan and click on the Note title OR the dropdown arrow (
) on the right-hand-side and click on Open Record to open the note details popup. - Do changes to your note details. You also have an option to Create a Decision from the note!
- Click Save.
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.
- Make changes to your note details.
- Click Done.