Question / Issue |
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How can I edit an existing note attached to my quote? |
Answer / Solution |
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How to edit a note:
- Open your quote and click on OK on the note preview (if the note is set with a reminder).
- Click on the note icon from the toolbar at the top of the screen.
- Left double click on the note you want to edit or left click to highlight the note and then click on the Edit button at the bottom of the screen.
- From the Note Information screen, enter your changes.
- Click on OK to save and exit the screen.
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