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??
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 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.