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How can I add company data in an Inbox note?


I'm looking for a way to add COMPANY data as a note in Inbox in the right side column, so we can type a note and have it appear for anyone in that company who writes in, as a reference note. Similar to User Notes but have it for Company Notes.

Best answer by Roy

Hi @jules r​ ,

 

Are you talking about these notes?

InboxNotes 

You can display this from Customize -> Show More -> Company notes.

 

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  • Expert User
  • 1152 replies
  • Answer
  • June 7, 2021

Hi @jules r​ ,

 

Are you talking about these notes?

InboxNotes 

You can display this from Customize -> Show More -> Company notes.

 


  • Author
  • New Participant
  • 2 replies
  • June 7, 2021

Thank you!!


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