How do I Configure Notes in the Contacts App?

Updated on August 18, 2020 05:51AM by Admin

The “Notes” tab in the Contacts app will display a list of all the previous notes and a “Create Note” button. Notes can be configured in four ways:

    • Enable Notes - This allows you to view the “Notes” tab in the overview page of the contact.
    • Enable Notes in Side Panel - This displays Notes in the Side Panel view of the contact.
    • Create - On enabling this, you can view the “Create Note” button.
    • Edit - This allows you to edit the notes created for the contact.
  • The side panel view is enabled by default in the Contacts App.

Steps to Configure Notes in the Contacts App

  • Go to Contacts App from your universal navigation menu bar.
  • Click on the “More (...)” icon and select the “Settings” option.
Contacts App

  • Now, click on “Notes” under the “Collaboration” dropdown from the left navigation panel.

  • By default, all the associated attributes are in “Enabled” status.
  • Now, “Disable” the “Enable Notes in Side panel” by sliding the “Toggle OFF”.
Disable Toggle

  • On the homepage, you cannot view the “Notes” tab in the side panel view.
Side Panel View

Note: You can also choose and add new privileges according to your requirements. Visit this link to add new privileges.