Auto notes in Max8

assemblymaxNew Member

My company is in the process of upgrading from 7 to 8 and so far so good except that none of the automated notes are visible. When I do a merge or phone call the note is created, I can search for its contents and export the contents of the MXVN file and read it but I can't view it in the notes field. Any suggestion??

5/20/0511:04 PM

❤️ 0

Original Post

Replies sorted oldest to newest

roosterNew Member

Perhaps too simple, but do you have the "Logged Notes" checkbox checked? (it's needed) Or in Security do you have "Read Notes" or even "Read Other Ussers Notes" enabled?

- R.

5/22/053:23 AM

❤️ 0

assemblymaxNew Member

Yes we have the logged notes checked. We ended up having to re-install Maximizer which is OK in the test lab but if anyone has a less radical solution ???

5/24/058:43 PM

❤️ 0

Add Reply

<ul id="{%=id%}ButtonGroup" class="button-group h-popup-buttons even-button-group even-1">
    <li id="{%=id%}Okay_buttonContainer"><a id="{%=id%}Okay" href="javascript:void(0);" class="button success no-margin-bottom h-alert-modal-ok-button" role="button">OK</a><script type="text/javascript">
        (function() {
            function {%=id%}Okay_click(event, data) {
            {%=id%}Popup.hide();
        }
        
                $('#{%=id%}Okay').on('click', {%=id%}Okay_click);
        })();
    </script></li></ul><a href="javascript:void(0);" class="close-reveal-modal" aria-label="Close Modal">&#215;</a><div class="last-modal-focus focus-utility-element" tabindex="0"></div>
</div>
<script type="text/javascript">
        (function() {
            {%=id%}Popup = new SS.Popup.ModalPopup('{%=id%}');
        })();
    </script>

Skip to main content

Add Reply

Membership Required

Remove From Your Block List

Manage Follow Preferences

Block

Please wait...