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Missing Account Name for Notes

Posted on by 90

I am using CRM 2011 , But I also using Notes for Account Entity. But When I go to advanced find and get Notes Record than I found that there about 1000 Notes which is having Regarding(Account Name) is blank. I am trying to find Note's Account Name, But I could not it. Please guide me heat to get Missing Account name of Notes.

Thanks 

  • Charan Raju C R Profile Picture
    Charan Raju C R 3,155 Moderator on at
    RE: Missing Account Name for Notes

    Those 1000 notes would have been created from entities other than account. First you check what is the regarding entity of the notes. Example, when a note record created from case, Regarding (Account) is obviously blank. You should refer to Regarding (Case) in order to get the related record's name.

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