You can edit and delete notes on a case in Smartr365. Anyone can edit and delete the notes they wrote. System Administrators, Managers and Admin Assistants can edit and delete any note.
Edit a note
Find the note you want to change.
Click the three dots in the top right corner of the note and select Edit. If your notes show Edit and Delete buttons at the bottom of each note, click Edit there instead.
Make your changes in the Edit Note box.
Click Save.
An Edited label appears on the note, with a line below showing who edited it and when.
Delete a note
Find the note you want to delete.
Click the three dots in the top right corner of the note and select Delete, or click the Delete button at the bottom of the note.
A message asks you to confirm that you want to delete the note. Click Confirm.
The note is removed from the notes list. The deletion is still recorded, with who deleted it and when, in the notes history you can download as a CSV file.
Things to know
Notes created automatically by the system (labelled Automated) cannot be edited or deleted.
If you cannot see the Edit or Delete options on a note you did not write, your role does not allow you to change it.