Tips, Tricks & Best Practices

JasmineTaylor
Member

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Hi,

 

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?

 

Thank you,

Jasmine

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

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Hi @JasmineTaylor,

 

Have you checked whether you're looking at a filtered timeline? https://knowledge.hubspot.com/crm-setup/customize-activities-on-a-contact-company-deal-ticket-record...

 

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:

 

karstenkoehler_0-1668505873455.png

 

Best regards!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Note not showing

SOLVE

Hi @JasmineTaylor,

 

Have you checked whether you're looking at a filtered timeline? https://knowledge.hubspot.com/crm-setup/customize-activities-on-a-contact-company-deal-ticket-record...

 

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:

 

karstenkoehler_0-1668505873455.png

 

Best regards!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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JasmineTaylor
Member

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Thank you, that has fixed it!

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JasmineTaylor
Member

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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.

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karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

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Hi @JasmineTaylor,

 

I updated my earlier post to include a tip about permissions, did you see that?

 

Best regards

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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danmoyle
Recognized Expert | Elite Partner
Recognized Expert | Elite Partner

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@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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Dan Moyle

HubSpot Advisor

Learning Ops | Impulse Creative

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dan@impulsecreative.com
https://impulsecreative.com/