I have created a zap on zapier with a note on a contact. When the contact shows up on Hubspot, the note appears for me colleague but not for me. Any idea on why I cannot see the notes?
If you're looking at an unfiltered timeline, you might not have the user permissions to see notes. These can be updated under Settings > User & Teams. An admin (usually the person who invited you into HubSpot) would click on your user name and look for this option:
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
If you're looking at an unfiltered timeline, you might not have the user permissions to see notes. These can be updated under Settings > User & Teams. An admin (usually the person who invited you into HubSpot) would click on your user name and look for this option:
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
I'm having the same problem. I have a team member who is assigned a contact as an "Owner" of a contact. I've added a "Note" with information on that contact but he's not able to see the note. I've spent an hour trying to figure it out. I've even created a new contact record for the client and created a new "Note" with the same information but it's not showing up on his end. Please help.
If it were me, I'd start with the permissions of the person not able to see the note. Do they have access to all, or only "owned" data? HubSpot user permissions guide
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As mentioned, I previously experienced this same issue but as the accepted solution suggests, changing the permissions solved this for me and now I can see notes.
Hi, thank you - it is a good suggestion but no, I have selected for it to show everything from all users and still the notes are not there for me but do show for my colleague.
@karstenkoehler great catch on the notes permission. I haven't seen that one yet. I love the power HubSpot continues to give us over access, and also it's a LOT lol.
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