Can't Edit Notes

Nuevo colaborador

I have tried several times to edit my notes from both the company side, contact side, and task side and it will not allow me to.  I hit edit, write in additional notes and hit save and the changes are not saved?

 

Does editing require **bleep** permission?

 

Please advise?

Responder
0 Me gusta
5 Respuestas 5
Highlighted
Nuevo colaborador

Not sure why they changed the word "**bleep**" to **bleep** in my question?

Responder
0 Me gusta
Highlighted
Asesor

Permissions could be the reason that you can't edit notes.  

 

Under Settings >Users & Teams   

Make sure that your user has access to Contacts. 

Make sure the Edit dropdown is set to the approprriate setting. (Self only, Team, or Everything. There is also a checkbox to allow them to edit unassigned records.)

 

 

-Trevor

If my post resolves your issue, please accept my post as a solution.
Responder
0 Me gusta
Highlighted
Nuevo colaborador

I've checked and I've provided all access to everything and I still cannot make changes to Notes or Tasks as the Super Admin or the other user.

Responder
0 Me gusta
Highlighted
Asesor

Odd.  Not that I have any reason to doubt you... just want to make sure this is the screen we're both using.

 

New Picture.jpg

-Trevor

If my post resolves your issue, please accept my post as a solution.
Responder
0 Me gusta
Highlighted
Nuevo colaborador

Yes looking at the same page.  It seems to have corrected itself and I'm now able to make edits.  If it happens again I will post to notify.

 

Thanks for the support.

Responder
0 Me gusta