Work notes on customer contact

[Tanja Holm]

Hi, 

we have a customer requirement for being able to add worknotes on customer_contact records for comments on personnel changes related to the account. The field needs to be in use for back-office only. We can of course add a custom string field, but I'm thinking there probable is an OOTB functionality for this requirement that I'm missing? How would you have solved the requirement?

Brs/ Tanja

[Jitendra Diwak1 · Accepted solution]

Hi @Tanja Holm,

There is no OOB functionality. For this you would need to create the custom string field and maybe you can write the BR so flow the worknotes. And one more thing for this field, you can write read and write ACL and show the field and writable.

Hope this will help you.

Please accept solution and thumps up

Thanks

Jitendra