Edit a Note

You can assign notes to other records in Maconomy. For example, if you assign a note to a job, the note will also appear in the Jobs workspace, where you can also edit the note.

To edit a note:

1. Under the Setup menu section, go to Notes > Notes.
2. Use the search filter and/or the Search field at the top of the workspace to select the note you want to edit.
3. Update the fields as needed.
4. Click Revert if you want to undo your changes. Otherwise, click Save.