The My Notes tab is where you can view, modify, add and delete notes as required. These notes are either ones that were created by or assigned to you. Notes created in My Notes and Shortcuts are not attached to a customer, order or event but simply notes that you own and those users to which you choose to assign the note.
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Hint The procedures for creating, modifying and deleting notes are the same across the system. For more information, refer to Using Notes. |
The following sections describe how to use My Notes other note-related functions that you can perform in My Notes and Shortcuts, refer to the following:
