Delete a Note

1. At Home Base, click Clients & Files.
2. From the dropdown menu above the list, select the desired entity type.
3. Select the desired entity in the list.
4. Click the Note List button.
5. In the list, select the note you want to delete.
6. Click the Delete button below the button bar.
7. Click Yes to confirm the deletion. The record is deleted from the Note List.