I see there isn't versioning for notes. Can I lock one if I don't want the contents to be deleted?

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• Can I add non-Matter related Notes?

  ​ Until we develop a way to enter notes for non-Matter related notes, we suggest creating a Matter either for Potentials or for internal firm purposes to act as a catch-all.  Also, you can create a Matter for a potential/ referral and set the status ...