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Bill Woodson
Hot edit notes on record
Hello,
I need to build a contact view that also includes the ability to enter a note directly on the view screen. I am not talking about clicking a button or link to bring up the note edit screen but rather having the noted edit screen functionality embedded into the contact view page.
Thanks for any assistance!
I need to build a contact view that also includes the ability to enter a note directly on the view screen. I am not talking about clicking a button or link to bring up the note edit screen but rather having the noted edit screen functionality embedded into the contact view page.
Thanks for any assistance!
I am not sure if by "note" you are referring to the "Notes & Attachments" feature of Salesforce or a custom field on the Contact object. If it is the later, then there is something called "Inline Editing" in Salesforce. You can enable this feature by clicking on Setup -> Customize -> User Interface -> Enable Inline Editing
Once done, when you open record in the view mode and hover your mouse on the field, you will see a pencil icon. Just double click on that field and you will be able to enter the value.
But if you are referring to the "Notes & Attachments" feature, then you will need to create a visualforce page with custom code to give you what you are looking for.
Cheers,
Ashish
All Answers
I am not sure if by "note" you are referring to the "Notes & Attachments" feature of Salesforce or a custom field on the Contact object. If it is the later, then there is something called "Inline Editing" in Salesforce. You can enable this feature by clicking on Setup -> Customize -> User Interface -> Enable Inline Editing
Once done, when you open record in the view mode and hover your mouse on the field, you will see a pencil icon. Just double click on that field and you will be able to enter the value.
But if you are referring to the "Notes & Attachments" feature, then you will need to create a visualforce page with custom code to give you what you are looking for.
Cheers,
Ashish