Can I remove an attachment from a note after saving? Can I delete an attachment from a note?

Can I remove an attachment from a note after saving? Can I delete an attachment from a note?

Yes, you can delete an attachment from a note even after it has been saved.

Steps to delete an attachment from a note:  
  1. Open the record (e.g., Work Order, Service Appointment ) where the note is added.

  2. Go to the Notes tab and locate the specific note.

  3. Hover over or click the attachment inside the note.

  4. Click the more options icon (︙) next to the attachment.

  5. Select the Delete ( ) option.



  6. Confirm the deletion when prompted.


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                                                                                                                                    • Related Articles

                                                                                                                                    • 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 ...
                                                                                                                                    • Is there a file size limit for a single attachment?

                                                                                                                                      Yes, in Zoho FSM, the maximum file size for a single attachment is 150 MB. When using the Notes tab: You can add up to 20 attachments per note. The combined size of all attachments in one note must not exceed 150 MB. If the total size exceeds the ...
                                                                                                                                    • If I delete a note by mistake, can I recover it?

                                                                                                                                      No, once a note is deleted, it cannot be recovered. You will need to manually recreate the note if needed.
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