Editing a note or comment

Overview:

Edit one of your notes or comments on a call.

Getting started: If you’re not already viewing a call, first click on a call in Search & browse or from one of your Reports.

Edit a private note:

1. Hover your mouse over the note and then click the More actions ( ••• ) button. Select the Edit option in the drop-down menu.
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2. Revise your note and then click the Save changes link.
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Edit a public comment:

1. Hover your mouse over the note and then click the More actions ( ••• ) button. Select the Edit option in the drop-down menu.
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2. Revise your comment and then click the Save changes link.
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