Financial Management › Notes › Update or Delete a Note

Update or Delete a Note

CA APM lets you update or delete a note that is attached to an object record.

Important! When you delete an object, you can no longer view the audit history for the object. We recommend that instead of deleting the object, you make the object inactive. Then, you can still view the audit history for the object.

Follow these steps:

1. Click the object for which you want to update a note. For example, click Model, Asset, Legal Document, Contact, Company, Organization, or Location.
2. Search for the list of available objects.
3. Click the object record for which you want to update or delete a note.
4. Click Notes on the left.
5. Perform one of the following actions.
6. Update a note.
   1. Click the Edit Record icon for the note you want to update.
   2. Update the note information.
   3. Click Save.
7. Delete a note.
   1. Click the Mark for Deletion icon next to the note you want to delete.
   2. Click Save.