How do I Configure Notes in the Contacts App?

The “Notes” tab in the Contacts app will display a list of all the previous notes and a “Create Note” button. 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.

• The side panel view is enabled by default in the Contacts App.

Steps to Configure Notes in the Contacts App

• Go to Contacts App from your universal navigation menu bar.
• Click on the “More (...)” icon and select the “Settings” option.

• Now, click on “Notes” under the “Collaboration” dropdown from the left navigation panel.

• By default, all the associated attributes are in “Enabled” status.
• Now, “Disable” the “Enable Notes in Side panel” by sliding the “Toggle OFF”.

• On the homepage, you cannot view the “Notes” tab in the side panel view.

Note: You can also choose and add new privileges according to your requirements. Visit this link to add new privileges.