Editing Notes

Update existing notes to correct mistakes, add information, or update details.

Editing a Note #

1. Navigate to PloverCRM > Contacts
2. Click on the contact
3. Scroll to Notes section
4. Click Edit next to the note
5. Modify fields:
   • Type
   • Title
   • Description
   • Date/Time
6. Click Update Note
7. Click Update on contact to save

Editable Fields #

Can edit:

• Note type, title, description, date/time

Cannot edit:

• Note ID, original author, contact association

Permissions #

Editing depends on your CRM role, note ownership, and contact ownership. Super Admin can always edit.

See Note Permissions for details.

Best Practices #

When to edit:

• ✅ Correct typos or errors
• ✅ Add forgotten details
• ✅ Clarify information
• ✅ Update status or outcomes

When to add new note instead:

• Major changes that alter meaning
• Maintains clear chronological history

Be transparent: For significant changes, note what was updated: “Updated 2/3/26: Added meeting outcome”

Common Scenarios #

Typo: “Follw-up Call” → “Follow-up Call”

Adding details: “Meeting” → “Q1 Planning Meeting – Discussed team expansion, product launch, market expansion”

Correcting date: Update date field for timeline accuracy

Changing type: Note → Call (better categorization)

Troubleshooting #

Can’t edit: Check permissions and contact ownership.

Changes not saving: Ensure you clicked “Update Note” in modal, check browser console for errors.

Modal won’t open: Check for JavaScript errors, disable browser extensions, or clear cache.

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Last updated: February 3, 2026