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Move Notes Tab

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New Member
Posts: 3
Country: USA
Accepted Solution

Move Notes Tab

I accidtentally entered a bunch of notes on the Contacts Notes Tab as opposed to the Opportunitites Notes Tab.

Is there a way to move/copy my Notes Tab from Contacts to Opportunities?


Accepted Solutions
Solution
Accepted by topic author Kim Keeney
‎09-25-2015 03:20 AM
Bronze Contributor
Posts: 955
Country: Australia

Re: Move Notes Tab

If you have written the noteonthe contact then if you open the note there is a sharebuttonwhereyou can share that note to a group, opportunity or company records. This should resolve your question

Paul Buchtmann
pbuchtmann@ozemail.com.au Australia
Australia's First ACT Consultant (1989)

FREE Record History to change default to Call or To-Do for ACT! 2010-2012 versions. Custom versions also available.

View solution in original post


All Replies
Solution
Accepted by topic author Kim Keeney
‎09-25-2015 03:20 AM
Bronze Contributor
Posts: 955
Country: Australia

Re: Move Notes Tab

If you have written the noteonthe contact then if you open the note there is a sharebuttonwhereyou can share that note to a group, opportunity or company records. This should resolve your question

Paul Buchtmann
pbuchtmann@ozemail.com.au Australia
Australia's First ACT Consultant (1989)

FREE Record History to change default to Call or To-Do for ACT! 2010-2012 versions. Custom versions also available.
New Member
Posts: 3
Country: USA

Re: Move Notes Tab

Thank you very much!