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

Notes get updated

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Posted on by 170

Hi All

 I am facing an issue. I created a case and its assigned to me. I added notes in the notes section. After sometime I assigned the case to someone else the notes timestamp gets updated with current time. Same happens when someone else assign back the case to me. This time it gets updated with new timestamp and "Note modifies by user name".

How can we overcome this issue?

Regards

I have the same question (0)
  • Verified answer
    Arun Vinoth Profile Picture
    11,615 Moderator on at

    Pls refer this thread.

    community.dynamics.com/.../789674

  • Verified answer
    Bipin D365 Profile Picture
    28,985 Moderator on at

    Hi,

    This is happening because of the relationship cascading behaviour. When you assign case to a different user all the activities including Notes ownership will be changed to new user. Since owner is getting updated for notes that is the reason you see latest timestamp.

    CQ35.PNG

    As you can see relationship behaviour between case and notes is set to parental so any changes happens on Case entity same changes will be applied to Notes.

    If found helpful, Please mark my answer verified.

  • Rupesh Kumar Gupta Profile Picture
    170 on at

    Thank you Arun and Binpin for your hel. It worked.

  • BellaNahut Profile Picture
    8 on at
    It's been a while since your post, but I'd like to add some information.That's awesome news about the notes getting updated! It's such a relief when they freshen things up, makes studying way less of a headache. I had a look at the online notepad you mentioned, https://notesonline.com/notepad , and it seems pretty slick for keeping everything in order. Thanks a bunch for sharing the link! I'm gonna give it a spin for my notes—I'm all about anything that helps streamline my study game. How's your experience been using it so far? Any cool features or tricks you've discovered that you'd recommend? I'm curious to hear how it's working out for you!

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