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