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Remove a Client Memo not set to expire

Once a client memo is manually created, it will either expire or will remain in the list of client memos until the supervisor removes it.

Note: You cannot remove a client memo that is associated with an alert set.

To remove a client memo:

  1. Select View client memos from the Tools menu. The Client Memo Management dialog appears.

  2. Select an item in the list.

  3. Click Remove.

  4. Click Yes to confirm the operation.