How to Enable Editing and Deleting Notes Directly on the Opportunity?
Hello,
I would like to ask how to enable additional options such as editing or deleting notes in this section.
Currently, I can delete and edit them, but only from the message card; however, I am unable to edit directly on the object. It is important to me that the person who adds a note can independently edit it directly on the opportunity,
Best Regards
Like
Hello
You should be able to delete records from the feed either on the feed page itself or from the communication panel, but only your own records. You cannot edit or delete other people's notes.
Dymytriy Vykhodets,
I understand, in that case how can you turn on the ability to edit own records
Michał Zieliński,
Hello,
This option should be enabled by default. We would need to get access to your environment in order to investigate this issue. Please write to support@creatio.com and we will assist you with the request.