Deleting an Existing Follow Up Reminder

UNDER REVIEW

To delete an existing follow up reminder from an existing partner note, you need to:

1. Choose View from the downward facing arrow to the left of the partner note that you want to edit:
   
   
   The Note Details screen will be displayed:
   
   
2. Choose Delete from the downward facing arrow to the left of the follow up that you want to delete:
   
   
   A pop up screen will be displayed to confirm that you want to delete the follow up:
   
   
3. Click on the OK button to confirm. The follow up will be deleted.
4. Click on the Save & View Partner button to return to the partner record.