Close a Note

In the Notes workspaces, you have the option to manually close a note. However, notes assigned in other workspaces may close automatically under certain situations. For example, when you close a job that is linked to a note, the attached note will be closed. Once a note is closed, you cannot modify the information in it. You must reopen the note to make any changes.

To close 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 close.
  3. Click Close Note.