Notes
How to Create a Note
Notes are an internal storage system found on the Account and Contact level. Clients are not able to view Notes. A Note can be meetings notes, extra information, or anything pertinent to the Account that you'd like to have on file. Click +Add New in ...Remove an Attachment from a Note
Since Notes are internal, any attachments added to Notes are not visible to the client. If you need to remove an attachment from a Note: Click on the Note Click the ellipsis in the top right corner Click Edit Note Click the 'X' next to Preview to ...