Deleting Notes

If you no longer need a note, you can delete it from the system. The way you delete a note is determined by the type of note it is.

For information about note types and classifications, see Working with Notes.

If the note you want to delete includes an attached external file, you do not need to delete the attached file. You just remove the connection between the application and the file by detaching it.

Some application-specific forms use the modal Notes form, instead of the standard Notes form. Deleting notes in these forms is different from deleting them in the standard dialog boxes. For details, see Notes Form (Modal).

Deleting a Single-Record Note

  1. Go to the form and record where the note exists.
  2. Select Actions>Notes for Current to display the Object Notes form.
  3. Select from the notes grid the note you want to delete.
  4. Use the Delete option on the main toolbar or right-click menu.

    NOTE: If you delete a reusable note in the Object Notes form, you only detach the note from the record; you do not delete the note. To actually delete a reusable note, you must be in the System/User Notes form - see below.

  5. Save the record.

Deleting a Class Note (Notes for All Records in a Collection)

  1. Go to the form and record where the note exists.
  2. Select Actions>Notes for All to display the Class Notes form.
  3. Select from the notes grid the note you want to delete.
  4. Use the Delete option on the main toolbar or right-click menu.

    NOTE: If you delete a reusable note in the Object Notes form, you only detach the note from the records in the current collection; you do not delete the note. To actually delete a reusable note, you must be in the System/User Notes form - see below.

  5. Click OK to save the change and exit the form.

Deleting a Reusable User or System Note

NOTE:If you attempt to delete a note that is attached to one or more records, when you try to close the System/User Notes form, the system displays an error and does not delete the note.

  1. Select View>System Notes to display the System/User Notes form.
  2. Select the note you want to delete from either the System list or the User list.
  3. Use the Delete option on the main toolbar or right-click menu.
  4. Click OK to save the change and exit the form.

Related Topics

Working with Notes

Creating and Attaching Notes

Detaching Notes and Files

Reading and Modifying Notes

Class Notes Form

Object Notes Form