You can now edit and delete notes in Smartr365. As an adviser, you're able to edit and delete your own notes and as a System Admin you'll be able to edit and delete anyone within your firm's notes.

Simply click on the three dots on the note and select edit or delete. If you choose to click Edit, an Edited label will appear and a record will appear below of who edited the note and when. If you click on Delete, this will remove the note from the case.

Check out the video for more information on how Editing and Deleting Notes work:

There are more improvements to come. Stay tuned for the Notes History, ability to expand them, and pin your favourites, coming shortly.