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Edit a Client Memo

To edit a memo listed in the Client Memo Management dialog:

  1. Select Client Memos from the Tools menu. The Client Memo Management dialog appears. This menu option is visible only when the default or a custom workspace is active.

  2. Select a client memo.

  3. Click Edit. The memo is opened for editing in the Client Memo dialog.

  4. Modify options as needed. Click OK when finished.