Modify an existing note

To modify an existing Note

1. Select the row header of the desired note in the CRM Notes Summary window.

   The CRM Note Edit dialog box opens.

   

   Note: The pin icon that the application places against an event after you associate it with a note is persistent in nature. If you attempt to modify or display an archived or deleted note associated with an event, the application displays a warning message.

2. Change the Headline, Category, Station, Group, or body text as desired.

3. Select Save.

4. Select Confirm.

   Note: Selecting Cancel will cause the note to go back to its previously saved state.