.Creating Notes vU15

To create a note through Ticketing:

1. Click on the Notes tab.
2. Click Create button at the bottom left of the screen. The New Note window appears.
3. Add Name and Description of note.
4. Click Save.

Also, you can add notes specific to Account and/or Contact.

1. Select the required account or contact.
2. Click on the Notes tab of account or contact.
3. Click Create. The New Note window appears.
4. Add your notes.
5. Click Save.
   
   

Deleting Notes

To delete an existing note from the Notes tab:

1. Double-click to open a note.
2. Click More at the top right corner of the note.
3. Click Delete.