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Home > Notes

Overview

The Notes module, accessible from Home > Notes in the Exigo admin panel, provides a simple personal notepad for admin users. Notes are user-specific and allow storing free-text information that is not tied to any customer or transaction record. Each note consists of a single text field and can be created, edited, or deleted at any time.

Admin sidebar showing Home > Notes navigation

  1. Log in to the Exigo admin panel.
  2. In the left sidebar, expand the Home section.
  3. Click Notes.

The Notes list will open, displaying all notes saved by the current user.

Notes List

The Notes list shows all personal notes in a simple table format. Each row displays the note content preview and available actions.

Notes list overview

Table Columns

Column Description
Note Preview text of the note content
(Actions) EDIT button and context menu (⋮) for each note

Row Actions

Each note row includes:

  • EDIT — Opens the Edit Note form for the selected note.
  • more_vert (⋮) — Opens a context menu with additional options.

Note row context menu

The context menu provides:

Option Description
Edit Opens the Edit Note form
Delete Permanently removes the note

Creating a New Note

Click ADD NOTE at the top of the Notes list to open the Create Note form.

Create Note form

Form Fields

Field Description
Note A multi-line text area for entering the note content (required)

After entering the note content, click CREATE NOTE to save, or CANCEL to discard.

Editing a Note

To edit an existing note:

  1. From the Notes list, click EDIT on the note row, or select Edit from the context menu (⋮).
  2. The Edit Note form opens with the existing content pre-filled in the text area.
  3. Modify the note content as needed.
  4. Click SAVE CHANGES to apply the updates.

Edit Note form with pre-filled content

The Edit Note form also includes a delete icon (trash) in the header to remove the note directly from the edit view.

Deleting a Note

Notes can be deleted in two ways:

  • From the Notes list: click the context menu (⋮) and select Delete.
  • From the Edit Note form: click the trash icon in the form header.

Permanent Action

Deleting a note is permanent and cannot be undone.

Summary

Feature Description
Location Home > Notes
Scope Per-user (not shared organization-wide)
Note Fields Note (multi-line free text)
Actions Add, Edit, Delete