How to Enable Notes View in a Household or Contact Record

How to Enable Notes View in a Household or Contact Record

You can see the Note for an activity in someone’s record without opening it by enabling the right option. To enable that option:

  1. Navigate to the Contacts workspace.
  2. Open a Contact or Household record and click on the Activities Tab.
  3. Open the More Actions menu and click Select Columns.
  4. Check the box for Note.
  5. Click OK.

Once you have enabled Notes, they will appear below the description, like this:


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