Edit Notes in AroFlo Office

Updated on November 29th, 2024

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Notes and note replies can only be edited or deleted by the user who created the note.

Users can be given additional permission to edit 'All Task Notes' via the Feature Access settings on their user profile.

Edit a note or reply

Notes in AroFlo Office Add and View Notes in AroFlo Office Edit Notes in AroFlo Office Email and SMS on Task Notes

Click Edit Note / Edit Reply (in the note header). Make the required changes. Click Save Note / Save Reply. If the existing note contains HTML elements, the note editor will open in HTML mode. If there are no HTML elements, it will open in Text mode. Note Restrictions You can also edit Note Restrictions when editing a note.