Edit Event, Series, and Account Notes

Permissions needed:
  • To edit an event note: Event Notes > Edit
  • To edit a series note: Event Notes > Edit on at least one of the events in the series
  • To edit an account note: Accounts & Contacts > Edit
  1. Click the note you want to remove on either the:
    • Notes tab on the event details page
    • Notes tab on the series details page
    • Notes tab on the account details page
  2. Update the content of the note. You can drag the bottom-right corner of the note field to resize it.
  3. When the note is updated, click Save.