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.