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Suggested answer

Cant move Notes entity to display under sales

Posted on by 120

Hello,

Would like move the note entity to be displayed under Sales and the box is grayed out. How can this be fixed?

pastedimage1683649455168v1.png 

  • Suggested answer
    Eiken Profile Picture
    Eiken on at
    RE: Cant move Notes entity to display under sales

    Hi,

    Do you want to add the Note entity to the sitemap?

    You can add the entity in App editor and  move it in classic editor.

    pastedimage1683770176627v1.png

    pastedimage1683770270975v2.png

  • Suggested answer
    Mohamed GRAIB Profile Picture
    Mohamed GRAIB 2,498 Super User 2024 Season 2 on at
    RE: Cant move Notes entity to display under sales

    Hi, ConnorD365Insight

    I think that the notes entity is not customizable.

    Regards,

  • ConnorD365Insight Profile Picture
    ConnorD365Insight 120 on at
    RE: Cant move Notes entity to display under sales

    have tried doing this through sitemap but saving is grayed out.

  • Suggested answer
    Mohamed GRAIB Profile Picture
    Mohamed GRAIB 2,498 Super User 2024 Season 2 on at
    RE: Cant move Notes entity to display under sales

    Hi ConnorD365Insight,

    You want display the note entity in the site map ?

    Please give us more details that permit us to help you :)

    Regards,

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