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anybody know how to customization Add Note and Edit Note and Delete Note for one particular Entity in Portals From the CRm System.
both vice versa i am getting Note Attached Documents and Download Files also, if i want remove or edit or add more attachments how to configure the System. i observed one section Advanced settings different labels but not sure what values or text or code i need to write below fields...??
i was try below link but not getting any information just explained each fields, but there is no example of data or field values..
anybody know please help me above scenario.
Thanks to All...
Hi Y CM,
Sorry but it isn't clear from your question what exactly you need. Are you looking for option to enable create/ edit Delete options for Note? If yes then it is controled from the Note properties under metadata (same place as your screenshot.
You can find the details of all teh fields on this link- docs.microsoft.com/.../configure-notes
Hope this helps.
Thanks to replay, i missed to add above link docs.microsoft.com/.../configure-notes,
from the above link, i was configured for my Account entity, but some where i am missing functionally, so i am not achieving my scenario. how to configure the Add Note, Edit Note and Delete options at Notes section in portals....??
please check the below image for more information.
In the settings, there are option create enabled true/false, edit enabled true/false etc.
You need to set true for these. Also, the user needs to have correct permission..
Hope this help.
I did create enabled true/false, edit enabled true/false, rest of fields not doing anything(please check above 1st attached image, what is the exactly values that fields, i think i am missing there only).
You sure that the logged in portal user has permission to create edit & delete notes? If those options are enabled that this has to be due to the missing permissions.
Yes in entity permissions i gave all privileges levels with Global admin role, portal user is a Global Admin
To Upload/ Download/ Delete/ edit the notes check this article. This will explain you everything about notes in portal :
If it is helpful, Mark It Verified.
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