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Customer experience | Sales, Customer Insights,...
Answered

How to change the layout of Notes in the timeline?

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Posted on by 26
Hello,
 
I didn't see a way to do this, but wanted to check.  Is there a way to change the layout of the fields in a note when they are showing up in the timeline?  I see you can do this for other tables, but didn't see where this can be done for notes.  If it can, how, please let me know, thank you.
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  • Suggested answer
    Leah Ju Profile Picture
    Microsoft Employee on at
    Hi,
    You can configure note form in the timeline of one table form:

    I hope you can mark my answer verified if it answer your question! If you have any questions, please feel free to contact me.
    Regards,
    Leah
     
  • USA80 Profile Picture
    26 on at
    Hi Leah Ju,
     
    I have seen this before, but what I need to do is to move the notes modified by which is in the header to be in Body 1, and make what is currently in Body 1 to be the header, how can I do that?
     
  • Verified answer
    Leah Ju Profile Picture
    Microsoft Employee on at
    Hi,
    Unfortunately, we don't seem to be able to change the fields that Body1 displays currently.

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