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This topic contains 3 replies, has 3 voices, and was last updated by Bhavesh Tailor Bhavesh Tailor 3 years ago.

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  • Creator
    Topic
  • #29894

    sibben
    Participant

    I’d like to add notes to contacts. In the entity manager ‘Enable notes’ is set to Yes by default for Contacts. But under ‘More actions’ see ‘Add notes’
    What to do?

Viewing 3 replies - 1 through 3 (of 3 total)
  • Author
    Replies
  • #29895
    Dima Soroka
    Dima Soroka
    Keymaster

    Please let us know which version you are running, “Add Note” action should be available by default on contact view page under “Mode Actions”.

    #29896
    Bhavesh Tailor
    Bhavesh Tailor
    Participant

    Hi ,

    I would like to add create an opportunity record from a contact view Page. In the entity manager Opportunity created but i am not able to use under ‘More actions’
    What to do?


    Bhavesh

    #29897
    Bhavesh Tailor
    Bhavesh Tailor
    Participant

    Hi , Dima Soroka

    I am trying to create migrate and migrations like note bundle but i am not able to create opportunity link under contact view more action button . How can i add this link please suggest me ..

    Thank You


    Bhavesh

Viewing 3 replies - 1 through 3 (of 3 total)

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