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1. Introduction
This is the page tab where you can sell see all notes which has that have been made for the currently viewing customer.
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Before you begin
To access this tab, you should have the “View notes” permission.
2. Notes List
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Action
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Name
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Description
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a. Create Note
You need to have the “Create notes” permission to see this button.
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This action allows you to directly create a new note for the currently viewing customer
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(Similar to https://contemi.atlassian.net/l/c/DvtejLP0), so you don’t need to select the “Related Records” in the form.
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b. Edit Note
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You need to have the “Update notes” permission to see this button.
This
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action is to open the Update Note form popup where you can adjust all information of the note.
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It contains the same information as you create a new note (https://contemi.atlassian.net/l/c/DvtejLP0).
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c. Delete Note
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You need to have the “Delete notes” permission to see this button.
This action is to completely delete a note. Before processing this action, you need to confirm via a Confirmation dialog.
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