How do I lock a note on a record?

Alexi Glackin
Alexi Glackin
  • Updated

You can easily lock a note on a record under a users details.

  1. Navigate to the record you wish to add a note to
  2. Click the Notes tab
  3. Click Add Note
  4. The Add Note screen opens. Create your note in the Details field
  5. Tick Record Locked if you want to lock the note against your account
  6. Click Save

Once saved, this will show the note is locked by your user account. 


Only the user that has locked a note can edit, unlock or delete it

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