Notes on deal not showed in organization?

Marco Govoni
Marco Govoni Member Posts: 152 VERIFIED MEMBER
Fourth Anniversary 100 Comments 5 Up Votes 5 Likes
in Sales CRM #1

Hi to all, I've noticed that if I write a Note inside a deal, this note is not showed on the organization view. Is it normal? Why?

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Answers

  • Lucas MAGNE
    Lucas MAGNE Member Posts: 158 VERIFIED MEMBER
    Third Anniversary 100 Comments 25 Up Votes 25 Likes
    #2

    Hey,

    If the organisation is linked to your deal, the note will be automatically into the organization.

    If not, the note will not.

  • PeterMeijer
    PeterMeijer Member Posts: 1 VERIFIED MEMBER
    First Comment
    #3

    Hi,

    I can't see any of my notes anymore. And when I create a new one, it does not show. But my colleagues can see them. Also the new ones.

    I can search in the notes via the search bar and read a part of it. But when I go to the deal it does not show up anymore. Good to know: I am linked to my organisation. And I created the deal. So I must be able to see it.

    Can anyone help me?

    Regards, Peter

  • evahteev
    evahteev Member Posts: 1 VERIFIED MEMBER
    First Comment
    #4

    Hi,


    Same problem here, notes not shown in web app, while they are ok and shown on Mobile, please advise.

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