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Currently, [Note] form on Unified Interface doesn't have [Regarding] field so it's hard to distinguish which memo related to other entity records.
Also, attachment file on [Note] on Unified Interface cannot be downloaded.
It would be great if [Note] form on Unified Interface has [Regarding] field and attachment file can be downloaded.
Category: General
STATUS DETAILS
Needs Votes

Comments

A

This is a serious problem. I had a customer search the notes for a phone number, but when they found it, they could not see the Regarding to tell which account or contact it was related to.

Category: General

A

I have just discovered the regarding field is no longer populated in the Notes entity which prevents our users filtering all notes with attachments. I'd hoped to show them a list in a sub-grid. Please consider this functionality as core.

Category: General

A

I would like "Regarding" as a permissible attribute when updating/importing a record so I can point the note to a new entity instance.

Category: General

A

+1 on this Idea. the Note function in the UCI should have parity with the functionality in legacy

Category: General

A

I just discovered this issue - I can't believe this is actually a thing! When people do relevance search and click on a note, there is NO way to figure out WHAT the note is referring to. There are no breadcrumbs that take someone back to the parent entity. It's crazy.... now my new objective is to try and find a way to remove NOTES from search, as it's totally useless and clutter at this point. I'm telling people to just not use notes.

Category: General

A

If this IDEAS cannot be achieved immediately, open [Note] record from [Regarding] field, and it should be displayed on Classic Web Client form, instead of UCI form.

Category: General

A

I just discovered this issue yesterday as a user who is only using the new UUI was using relevance search to find keywords in notes. When she finds a note this way, she has no way to see or link to the Contact or Account where she added it so this is very problematic.

Category: General