I was pleasantly surprised to see the same exact question asked and answered here… but I did not see the details I needed on the first of 3 questions posed.
During a screenshare today, my colleague was unable to see notes either as a preview when looking at Reports > Reports > Team Activity or when clicking into the contact or deal section. I have reviewed all permissions and he refreshed his screen several times.
Any ideas? I’ll try again tomorrow, but would like to see if anyone else resolved this.
Hello @DerKaiser ,
Glad to help you with your question, just so we can get more information, when you mentioned about the permission of this user, what kind of permission you were looking at? Are you able to please share a screenshot of the user’s permissions ( you can crop the name of the user just to keep this private)? That would help us to see their permission and how it is set up.
Another possible way I can think would be the user clearing his cache as this article explains more :
Another question would be was the user ever able to see any notes? Or create any notes and see the notes that he created?
@MFrankJohnson , @johnelmer , @Aakar Do you have any suggestions for @DerKaiser question asked?
Kindly,
Pam
Same issue and clearing the cache is not enough
Same issue here and I dont think its fixed in this forum
Hi @DerKaiser,
Thanks for reaching out to the Community!
This usually happens because of the permissions granted. For example, if the super admin only gave you access to your own notes. However, this can be changed by simply adding the option to view all notes.
Please note also that once your Super Admin updates this permission for you, you will need to log out and then back into the HubSpot portal for the updated permissions to take effect. With this, it should be resolved.
If this doesn’t resolve the issue, please contact the support team so they can investigate it internally.
Best,
Diana