Hi In an upgrade the Client Notes functionality on the Contact record was updated. Unfortunately I cannot see this. Is there something you have to activate or enable to be able to see this?
This is the section I am talking about.
View Client Note History
To easily review important information about clients with less clicks and less time, it's important to have their Client Note history all in one place. View this information on the Contact record.
- On a client's Contact record, click the Client Notes tab. You can filter the list as follows:
- To show notes from a specific time period, enter a Start Date and an End Date.
- To reorder the list, change the Display order.
- To show notes for specific Program Engagements, Record Types or creators, click Filter, then select the appropriate items. The available filters depend on the data. For example, if all of the notes are created by the same person, the Created by filter doesn't display.
- To hide details for all Notes, click Hide Details. To hide details for a specific note, click the minus symbol on the note. Hiding details is useful for Case Managers who want to quickly scan through the contents of each note.
- To create a new Note, click New Note.
I don't see the following configuration steps in the CMM Documentation. You need to edit the Contact Lightning Page as follows: add a tab on the Contact page, name it "Client Notes History", and drag the Client Notes History (Custom) component onto the tab.
The usage is documented in the "View Client Note History" section of CMM Manage Clients. Hope this helps!!
