Deleting Client Notes

1. Access the Client Section

• Go to the > Client section in the left panel.

2. Select the Client

• Choose the client whose note you want to delete.

3. Navigate to the Notes Tab

• Click on the Notes tab at the top of the client's page.

4. Select the Note Type

• Set the Note Type dropdown to Client Notes

5. Delete the Note

• Locate the note and click the trash icon in the Action column

6. Confirm Deletion

• In the confirmation modal, Click Delete to permanently remove