Can I remove an attachment from a note after saving? Can I delete an attachment from a note?
Steps to delete an attachment from a note:
Open the record (e.g., Work Order, Service Appointment ) where the note is added.
Go to the Notes tab and locate the specific note.
Hover over or click the attachment inside the note.
Click the more options icon (︙) next to the attachment.
Select the Delete (
) option.
Confirm the deletion when prompted.
Access your files securely from anywhere
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
Create. Review. Publish.
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
Zoho Sheet Resources
Zoho Forms Resources
Zoho Sign Resources
Sign, Paperless!
Zoho TeamInbox Resources
Design. Discuss. Deliver.
Related Articles
How do I delete a note?
To delete a note in Zoho FSM: Navigate to the record (e.g., Work Order, Service Appointment ) containing the note. Go to the Notes tab. Click the Delete ( ) icon next to the note you want to remove. Confirm the deletion when prompted. Deleting a note ...How do I find whether an attachment is linked to a note?
In the Attachments tab, linked attachments will display the "Linked to Notes" icon [ ]. This icon indicates that the attachment is associated with a specific note within the record.Can I see which user added a specific note or attachment?
Yes, you can see which user added a specific note or attachment in Zoho FSM. To do this: Navigate to the Notes section. Click on the Users Filter. Select the user whose notes you want to filter. The notes created by that user will now be displayed.How to add an attachment?
You can add notes and attachments using either the Notes tab or the Attachments tab. Adding Attachments from the Notes tab: Open the relevant record (e.g., Work Order, Service Appointment). Go to the Notes tab and click Add Note. Enter your note ...Is there a way to bulk delete attachments from multiple notes?
Currently, Zoho FSM does not support bulk deletion of attachments from multiple notes at once. Each attachment can only be deleted individually by accessing the specific note or record. To delete attachments: Navigate to the Notes or Attachments ...