Viewing a note
SECURITY Organization View Permissions
NAVIGATION > CRM > Search > To-Dos & Notes > context menu > View Note
NAVIGATION > CRM > Search > Organizations > click on an organization name > Accessory Tabs > Notes > View Note
NAVIGATION > CRM > Search > Contacts > click on a contact name > Accessory Tabs > Notes > View Note
On the View Note page, users who do not have Edit permissions for notes can view the entire text of the note in a scrollable window. To open the page, use the path(s) in the Security and navigation section above.
The following information is displayed:
Field | Description |
---|---|
Created By | The name of the user who created the note. |
Created / Last Modified Date | The date and time that the note was created or last modified. |
Description | The entire content of the note. |
Action Type | A classification that describes the activity tracked in the note. Refer to Action types. |
Assigned to | The name of the user responsible for the activity. |