Employees


 

Edit a Note

 

Overview

This article will show you how to edit one of your existing Notes.

Important Note

When you edit a note, the updated version will override the existing note and the log will reflect the updated change. It will appear as though two (or more) versions of the note exist, but only the most recent version will be active.

Instructions

  1. Select an employee
    edit_a_note_select_employee.jpg
  2. Navigate to the Activity tab
    edit_a_note_activity.jpg
  3. Select the Note filter
    edit_a_note_notes.jpg
  4. Click Edit next to the note (that you have written) that you want to edit
    edit_a_note_edit.jpg
  5. Make edits inside the text box
    edit_a_note_make_edits.jpg
  6. Click Save Note
    edit_a_note_save_note.jpg



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