Edit Account Note

On this page you can edit an Account Note that you have set up in Helm. Once your changes are made, click Save to save your Account Note.

Reminder Date:- Edit the date that you wish to be notified about the Account Note (via email) by using the calendar button. To remove the date, use the "clear date" button. Leave blank if no reminder is needed.

Expiry Date:- Edit the date that you wish the Account Note to be deleted on by using the calendar button. To remove the date, use the "clear date" button. Leave blank if you want the note to remain until manually deleted.

Note Displayed On:- Edit where you want the Account Note to be displayed - on all pages, or on the specific page you are creating the Account Note on.

Note Body:- Edit the text for the Account Note.