Answered

Is there a way to edit and/or delete user notes in the new inbox

Forum|Forum|3 years ago
June 23, 2022
4 replies
402 views

Scott G13
New Participant

I just migrated to the new inbox, and it's pretty great so far, but I've not been able to find a way to edit user notes from it. The old inbox had this functionality. Now, I have to open the user's "contacts" profile in a separate tab, and then edit from there. Is this the only way to achieve this?

Also, I was hoping with the new inbox there would be a way to delete user notes, but it doesn't seem that functionality has been added. Seems like a real oversight.

Best answer by User677

Hey Scott - if you go to to the bottom on the right you'll see "Edit Apps"

There you can add Lead or User Notes to the sidebar.

You're right - that you still can't delete notes. When I need to delete a note, I just edit it to replace with a dash or something. But, less than ideal.

U

User677
Connector
Answer
Forum|Forum|3 years ago
June 27, 2022

Hey Scott - if you go to to the bottom on the right you'll see "Edit Apps"

There you can add Lead or User Notes to the sidebar.

You're right - that you still can't delete notes. When I need to delete a note, I just edit it to replace with a dash or something. But, less than ideal.