Editing a Follow Up Reminder

UNDER REVIEW

To edit an existing follow up reminder for 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 Edit from the downward facing arrow to the left of the follow up that you want to edit:
   
   
   The Add/Edit Follow-up screen will be displayed:
   
   
3. Make the changes that you want.
4. Click on the Save & View Partner button to return to the partner record.