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Topics#Data ManagementPergunta de Michael Green
Michael Green (WFWM) perguntou em #Data Management
20 de jan. de 2020, 13:56

How do I enter a note in Lightning?

How do I enter a note in Lightning? The most basic function of a CRM and it's not on the screen out-of-the-box.

 

Following the instructions that another use left on Trailblazer did nothing. I can see my old notes from Classic under Notes & Attachments, but there is no way to enter a simple note. Please help!
3 respostas
  1. Tony Trinh
    20 de jan. de 2020, 14:23
    Hmm...I do not use FSC so I'm not quite familiar with it. Can you post screenshots of your setups and maybe I can further assist?

     

    Thanks!
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