Nov 15, 2022 4:40 AM
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
Solved! Go to Solution.
Nov 15, 2022 4:45 AM - edited Nov 15, 2022 4:51 AM
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:
Best regards!
Karsten Köhler |
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Nov 15, 2022 4:45 AM - edited Nov 15, 2022 4:51 AM
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:
Best regards!
Karsten Köhler |
![]() | Did my post help answer your query? Help the community by marking it as a solution. |
Nov 15, 2022 5:23 AM
Thank you, that has fixed it!
Nov 15, 2022 4:51 AM
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.
Nov 15, 2022 4:57 AM
Hi @JasmineTaylor,
I updated my earlier post to include a tip about permissions, did you see that?
Best regards
Karsten Köhler |
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Nov 15, 2022 7:45 AM
@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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