Scratching my head at this one. On the Contacts Module I can not see the Notes Subpanel. I can see it in the Main Menu, I can see it on other Modules. I can add a note to a contact from the Notes module.
I’ve checked all the settings and relationships that I can think of and everything looks fine.
Any ideas on how I can get the Notes Subpanel back (or added to) the Contacts module??
we are using suite 7.1.6
I think that you should see the notes related to a contact in its History Subpanel
I can only see the notes that I put into the History section there. If I go into the Notes module and link a note to a contact I can’t see those anywhere other than the Notes Module.
I would like to figure out how to get both to display on the Contacts Module.
I tried to create a note from the Notes module and in the contact field I picked one specific contact.
(When I selected the contact I did not do it from the Related to field. Instead I clicked on the diagonal arrow of the Contact field and chose the actual contact from the popup that appeared)
After saving I navigated to that contact from the contacts module and the note is there in the History subpanel.
I found that as well but still would like the actual Notes subpanel to show up.
I am having the same issue… I want to be able to see notes attached to a contact. I uploaded them via an automated tool and whilst i can see in History that I added a note I would like to have a subpanel with all notes for the Contact.
I am having the same issue in 2022. Has this been resolved?
Hi Everyone,
If you want subpanel of related module then create relationship between them like Manay to Many or One to Many.
Go to Admin/studio/yourmodule/relationship/create new relationship that relationship show the subpanel.so you easily add your mapped Accountsname,Leads,Contacts.