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Thread: Trouble with Notes on Contacts

  1. #1
    betch23 is offline Junior Member
    Join Date
    Jul 2009
    Posts
    4

    Default Trouble with Notes on Contacts

    Hello,

    We just completed installing Sugar CE. When we click on the contacts tab, we see Contacts, Activities and History. We can add notes to the contact but can't add a Notes sub panel on the contacts. Any ideas? Where in the Admin / Studio do you go to do this? Thanks in Advance!

  2. #2
    sugarcane is offline Sugar Community Member
    Join Date
    Apr 2005
    Location
    Chicago, IL
    Posts
    1,207

    Default Re: Trouble with Notes on Contacts

    Hello betch23,

    Notes only exist within the History subpanel. Notes by default are considered Historical activities, so will only ever appear in the History panel.

    The same is true of other activities in relation to related modules: Calls, Meetings, Tasks will always appear under the Activities Subpanel if they are open, or under the History panel if they are closed.
    Intelestream has a great deal of experience hosting and customizing the SugarCRM application. Our company is made up by former employees of SugarCRM, and together we have over 50 years of experience working with the application. To learn more about us, please visit our website at www.intelestream.net or contact us directly at 800-391-4055 or by email at info@intelestream.net

  3. #3
    betch23 is offline Junior Member
    Join Date
    Jul 2009
    Posts
    4

    Default Re: Trouble with Notes on Contacts

    Thanks for the quick response. So, there is no way to create a subpanel in the Contacts that displays call notes? Thanks in Advance!

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