topic Betreff: Notes in Tips, Tricks & Best Practices

Notes

CWorsley9 — Fri, 14 Feb 2025 13:09:16 GMT

Hi Why can accounts team not see replies from a rep who puts a 'note' on while out on the field from a F2F mtg?

For instance account update 'notes' on a customer where they have ahd contact withthem regarding accounts payable and reps can see these notes out on the road. Reps then may get some resolotion to an accounts payable issue and reply to the note but accounts cant see this note (Core Seat)

be glad of help please!

thank you

Re: Notes

karstenkoehler — Fri, 14 Feb 2025 13:13:26 GMT

Hi @CWorsley9,

I'm not sure I can follow entirely – what's F2F mtg?

Generally, each user has permissions towards notes (the same way users have permissions towards other records or assets).

If a user is not seeing certain notes, you would have to check their permissions: https://knowledge.hubspot.com/user-management/manage-user-permissions

Before you do that, make sure they're not looking at a filtered timeline: https://knowledge.hubspot.com/records/filter-activities-on-a-record-timeline

Best regards

Betreff: Notes

franksteiner79 — Fri, 14 Feb 2025 13:14:48 GMT

Hi @CWorsley9

That most likely has something to do with their "Notes" permission settings.

The "view" permission should be set to all.

Frank

Re: Notes

CWorsley9 — Fri, 14 Feb 2025 13:37:36 GMT

Thank you - Solved! appreciate your help