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 group, go to Notes > Notes.
2. Use the search filter and/or the Search field 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.