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Topics#Sales And MarketingPergunta de Simona Martin
Simona Martin (SH-test) perguntou em #Sales And Marketing
29 de jun. de 2018, 18:56

Why can't I see my "Note" in an account record?

I created a new note from the NOTE object and attached it to an account record.  When I enter the account, there are no notes in the compact view under NOTES and ATTACHMENTS.  Any idea where it goes?  I'm logged in as Admin.
4 respostas
  1. Narender Singh (-)
    29 de jun. de 2018, 19:13
    Go to Setup. Find 'Note Settings'.

     

    Enable Notes checkbox.

     

    Now Go to Page Layout for account record from Setup and add 'Notes' related list in the related list section.

     

    Save it.

     

    Go to your record page. Now you will see 'Notes' as related list.

     

    Let me know if this works.
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