How do I edit a note in Zoho FSM?

How do I edit a note in Zoho FSM?

To edit a note in Zoho FSM:
  • Open the record (e.g., Work Order, Service Appointment) where the note is added.

  • Go to the Notes tab.

  • Click the Edit icon [ ] next to the note you want to modify.



  • Make your changes to the title, content, or attachments.

  • Click Save to update the note.

Info
You can only edit notes that you have permission to modify

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