creating a note

SuiteCRM Forum - English Language SuiteCRM General Discussion
1

Hi,
I don’t see the option to create a note on the create screen. Should the user just create a case?

2

Please always say your version of SuiteCRM on every thread, it really helps.

You say “Create screen” but that doesn’t describe a screen for me. Where exactly are you?

3

usually when i want to create a note i do it from the relevant account \ opportunity
and down the screen you have history sub panel -> create note or attachment

4

You still haven’t said your SuiteCRM version, which means maybe I’m wasting my time testing things on code that is not even the same code you’re running… :frowning:

I go in Accounts detail view, press “Add note or attachment”, type the subject field, save, and it creates the Note correctly.

I go in Opportunities detail view, press “Add note or attachment”, type the subject field, save, and it creates the Note correctly.

If this is not what you’re seeing, consider including a screenshot. Thanks!