Edit or Delete Notes

Is there a way that you can go back and edit or add to a note? If not, this is something I would recommend you trying to modify. Often we spell things wrong or would like to add additional information to a given note. Thanks so much!

34 Comments
Regular Participant
Cannot edit notes. How do you do that without making a whole new note. Also if you make a whole new note, how do you delete the first one?
Member
Status changed to: New
Hello, Thank you for your feedback. We are currently looking into the possibility of being able to edit or delete notes. Please vote on this and any other topics you would like to see implemented.
Participant
Hi, I am having a bit of a problem with 'Notes' in 'Contacts'. I am able to add a note, but not edit or delete it. It'll be great to have flexibility with notes, instead of accumulating them chronologically. Thank you so much.
Moderator
Status changed to: New idea
 
Moderator

Thanks for posting this feedback. You're right, at this time you can't edit or delete a note but this is good feedback for the future!

Moderator
Status changed to: Voting Open
 
Moderator

Thanks for sharing this feedback. At this time you can't edit or delete notes but this is something we are working on for the future. 

 

Thanks again!

Participant
It is very important that access to delete and/or edit notes made on individual contacts be included in this site. The absence of this ability limits the usefulness of the notes option.
Moderator
Status changed to: New idea
 
Moderator

Thanks for sharing this feedback!

Participant
Seems like this would be an easy fix. It would be nice to be able to edit or delete notes. Now I have to leave a note that the previous note is no longer valid!
Moderator
Status changed to: Voting Open
 
Occasional Participant
Please, please - update the NOTE feature. We have to be able to edit or delete notes. The ONLY way to edit a NOTE is to delete the whole contact / re-enter the whole Contact / then put in the corrected NOTE. That feature is a 'deal-breaker' if it can't be corrected. Please advise. Thank you.
Occasional Participant

Absolutely right. You must be able to edit a note. If you are concerned about audit trail, there are ways to retain original note in back-end but not being able to edit a note is really antiquated.

Occasional Participant

This debate has been ongoing for over 3 years. Let's get it resolved.

 

 please add option to edit/delete notes

Regular Participant

I need the option to delete old notes that no longer are relevant for a contact.  How has this not been implemented yet?  The note feature is useless if you do not have the ability to edit or delete!  PLEASEEEEE FIX THIS ASAP!

Participant

PLEASE!!!!!!!! Please add a edit/delete note feature!!!! I cannot imagine why this has not been avaialble from the beginning. Thanks!

Occasional Participant
It would be nice to be able to edit/delete notes.
Participant
PLEASE, PLEASE, PLEASE change the system to be able to edit contact notes!!!!! Thank you!
Administrator
Status changed to: Certified Great Idea
 
Participant

People have been begging to edit and/or delete notes since 2013, why has this STILL not been implemented?  Does anyone at CC actually read these comments?

Participant

Agreed! Can you please add a delete/edit button to the notes section?! 

Participant
I saw this topic discussed a few years ago... It would be really nice to be able to edit the notes section in a contact. (like you can do in Asana) Thanks!
Frequent Participant
keep up with the technology - updates... Give NOTES ability to edit and/or delete. Add Contact, put phone/email/address in 1 box for faster load, & edit . Confirm receive on Engagement. Lots of room for improvement. Be more than just a filing system.
Participant

I ran a search test using information in the "notes" on 3 Contacts. The results were negative and I wanted to delete the note, but I cannot do so. Now, I have 3 contacts with useless and somewhat random info in their 'notes'. I would like for the notes to be editable and/or removable so I can clean up these contacts.

Real Estate

Wow, I'm late to this train! This was being discussed as far back as 2013?? Six years later, no change? It seems like such a rudimentary no-brainer feature!

I agree this is a necessity. Leaving us without the option to manage our contact notes cultivates bloat, muddying the waters with a confusing information-hierarchy (paving the way for potential administrative errors), wastes time due to said confusion and clogs up the screen. New admins attempting to use the system, or who inherit it, need a clear and professional path of logged documentation, not to stare at a stack of notes and decipher which ones are relevant. It's never a good idea to 'immortalize' obsolete information. (At the very least, if you *must* keep it for some reason, then 'retire' it to a personalized 'Note Archive' or something--get it off the screen--anything but leaving it enshrined right in the Contact area, untouchable.) My two cents.

Regular Participant

This is basic functionality to allow us to track correspondence with contacts besides email.  I would like to completely cancel Salesforce and use Constant Contact exclusively but not having this option keeps me from doing so.  I see this has been requested for over 5 years, please add this functionality.

Participant

I am a new user to Constant Contact. I can't believe you cannot delete a note. 

It seems to be something easily resolved. Please make it a priority. I see requests for this from 2014 ! 

Regular Participant
There seems to be no way to edit or delete an old note. I use the notes a lot--it's very helpful! But there are sometimes things that I've put in that are incorrect, so I have to put in another note. Worse, there have been times when something was put in that is a little too personal, and should be taken out, but I can't.
Participant

Please, please fix this issue - it would seem a simple idea that many of us are requesting - being unable to delete or edit a note is not an ideal situation. 

Regular Participant

+1 on the this one. Seems like a simple request, and would be very helpful. 

Occasional Participant

I would just like to add my vote to being able to delete notes. I was cleaning up some bad data and found a small number of contacts with garbage notes (like the name of the company which is now in the company field). I would love to be able to delete these old/stale notes.

Frequent Participant

Yes, please allow us to edit notes. I just did a note and realized I needed to add something and it won't let me. I'm shocked to learn that I can't edit.  thanks for giving me the opportunity to leave feedback.

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