Sometimes you want to delete or adjust a note on the debtor sheet.
How to edit or delete a note?
- Go to the client
- Click on Notes in the left menu
- To delete a note: Click on the trash icon in the actions column (see screenshot)
- To edit a note: Click on the pencil
Please contact firstname.lastname@example.org if there is no pencil icon visible.
Do you want to be able to change the date of the note as well? Please contact email@example.com with this question.