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Editing a Saved NOTE Attachment


Is there a way to edit a NOTE (ie, add to or delete some text) attached to a task after it has already been saved? I've tried to edit these kinds of attachments but have not been successful with it....

Thanks for your help w/ this !

-- P

All responses

David Trey staff
Replied on Aug 18, 2013 - 17:09

Hello Paul,

Yes, that's possible. When you view your task notes, you'll see that every note has two icons on the right side of it - the first one, a pencil icon, can be used to edit this particular note while the second one (the X) will delete it.


Best regards,
David

Paul NNCPC
Replied on Aug 19, 2013 - 09:35


David,

Thanks for pointing me in the right direction....

What threw me off was that, for longer NOTES, the pencil and delete icons were not visible unless you scroll all the way to the bottom of the NOTE.... Your reply at least helped me to test out and look for these icons, only visible once you've scrolled all the way down to the end of the NOTE....

Thanks, again, for all your help, David !

-- P