Managing Notes
Editing Notes
To edit a note from the List View:
Click open the note you want to edit from the list of notes.
Make the required edits in the Notes Editor and the changes will be automatically saved.
To edit a note from the Grid View:
Click the note you want to edit from the notes listed in the grid.
Make the required edits in the Notes Editor preview.
Click the Tick
icon to save the changes.
You can also:
Click the Expand
icon to open the Notes Editor in the Grid View in a full window.
Make the required edits in the Notes Editor and the changes will be automatically saved.
Deleting Notes
To delete a note from the List View:
Right-click the note you want to delete from the list of notes.
Select Delete from the drop-down menu.
Click Delete in the alert dialog that appears.
Alternatively, you can also:
Open the note you want to delete.
Click the More Options
icon in the top-right corner of the Notes Editor.
Select Delete from the drop-down menu.
Click Delete in the alert dialog that appears.
To delete a note from the Grid View:
Click open or hover over the note you want to delete.
Click the More Options
icon in the top-right corner of the Notes Editor.
Select Delete from the drop-down menu.
Click Delete in the alert dialog that appears.
Alternatively, you can also:
- Click the Expand
icon to open the Notes Editor in the Grid View in a full window.
- Click the More Options
icon in the top-right corner of the Notes Editor.
- Select Delete from the drop-down menu.
- Click Delete in the alert dialog that appears.
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:
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
Zoho DataPrep Resources
Design. Discuss. Deliver.
Related Articles
Managing Notes
In this article, we'll see how you can edit, delete, and archive notes, as well as share them with preferred contacts or groups. Editing Notes To edit a note from the List View: Click open the note you want to edit from the list of notes. Make the ...Exploring Notes Widget in Trident for Windows
In this article, we'll see how the Notes widget in Trident enables you to create, view, share, manage, and customize notes. Creating Notes To create a new note: Click the Plus icon. In the Notes Editor that opens, provide a title for the note and jot ...Creating and Managing Channels
In this article, we'll explore how to create channels and use them to communicate effectively with your teammates. Creating an Organization, Team, Personal, or External Channel To create a channel: Click the Plus + icon on the app menu bar. Select ...Exploring Notes Widget in Trident for Mac
In this article, we'll see how the Notes widget in Trident enables you to create, view, share, manage, and customize notes. Creating Notes To create a new note: Click the Plus icon. In the Notes Editor that opens, provide a title for the note and jot ...Creating and Managing Email Filters
The filters in Trident enable you to automatically sort incoming and outgoing emails and automate email-centric actions. In this article, we'll explore the types of filters and how they work. Types of Email Filters There are two types of filters in ...