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Can I edit and delete notes?
Can I edit and delete notes?

Users can edit and delete notes with certain permissions

R
Written by Raymond Carrel
Updated over a week ago

Notes can be added to a range of record types, such as leads, customers, cases, and sales orders.

In certain cases you may wish to remove or edit a note - for example, if it was erroneously posted or contained incorrect or sensitive information.

Deleting your own notes

By default, users can only delete notes that they created themselves.

Deleting other user's notes

A user-specific customisation is available that allows the user to delete notes from any users.

This may be useful for notes that were posted, for example, automatically by The Layer, or notes created by ex-users.

We do not recommend giving this customisation to many users, as deleted notes cannot be recovered.

Administrators can enable the Delete Any Note customisation from User Record - Customisations.

You can limit this further in the user's Roles area; specifically to auto-populated notes, checklist task notes, or opportunity notes only.

Editing Notes

All users can edit their own notes, by clicking on the pencil icon beside any note:

You can make any requires edits and Save.

You'll be prompted to confirm:
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Edited Notes will then be visible from the Edit icon:
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Clicking this will open the Note History where you can see any edits that have been made, alongside the date and time of the edit.

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