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This How-to covers the difference between deleting and closing a Sticky Note.

After a user has created a Sticky Note for a matter, the Sticky Note will continue to appear until someone deletes it. If a user simply closes a Sticky Note, the Sticky Note will re-appear the next time a user navigates to that matter.

\uD83D\uDCD8 Instructions

  1. To close a Sticky Note.

    1. Click the 'X' in the upper right of the Sticky Note window.

  2. To delete a Sticky Note permanently.

    1. Click ‘Delete’ at the top of the Sticky Note window

Attaching a Sticky Note to a Contact, Attaching a Sticky Note to a Matter

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