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Topics#Data ManagementQuestion de Jason Cook
Jason Cook a posé une question dans #Data Management
9 janv. 2018, 14:40

Modify "related to" options in notes

When I create a note, I can click the Add to Records button to associate other object records (cases, events, etc.) to the note. There are a lot of options I don't want to use in the list of objects. How do I modify the list that's available?

 

In other words, I want to allow people to be able to associate the note with contacts, events, and cases. I don't want the list cluttered with things like Assets, Cards, billing Statements, etc.

 

 
1 réponse
  1. Ed Ruzol
    12 janv. 2018, 23:35
    Hi Jason,

     

    There isn't really any customization available on the Notes object setup yet, so I don't think your requirement is possible at this time, unless possibly if you remove the access to the object via Profile.

     

    Thanks!
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