How do I Configure Notes in the Contacts App?

Updated on August 4, 2017 12:49AM by Admin

The “Notes” tab in the Contacts App will display a list of all the previous notes and a “Create Note” button. The Notes can be configured in four ways:

  • Enable Notes - This allows you to view the “Notes” tab in the overview page of the Contact.
  • Enable Notes in Side Panel - This displays Notes in the side Panel view of the contact.
  • Create - On enabling this, you can view the “Create Note” button.
  • Edit - This allows you to edit the notes created for the contact.

For Instance: Consider an employee, who does not want to view the notes tab in the Side Panel view of the contact. Follow the steps below to configure notes.

Steps to Configure Notes in the Contacts App

  1. Go to Contacts App from your universal navigation menu bar.
  2. Click on “More (...)” icon and select “Settings” option.
    Settings
  3. Now, click on “Notes” under the “Collaboration” drop down from the left navigation panel, as the snapshot displays.
    Collaboration
  4. By default all the associated attributes are in “Enabled” status.
  5. Now, “Disable” the “Enable Notes in Side panel” by sliding the “Toggle OFF”.
    disable notes
  6. Now, go to the homepage and click on a contact. In the side panel you cannot view the “Notes” tab.

Note: You can also choose and add new privileges according to your requirements. Visit this below link to add new privileges
https://www.apptivo.com/answers/questions/12315/how-do-i-create-privilege-for-associated-information-and-give-access-to-my-employee


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