Ascendix Search Admin Guide

Enabling Notes

Tagged with: Search, Configuration

To allow users to create notes from with Ascendix Search you must enable the enhanced version of the Salesforce note-taking tool:

Step 1. Click on the gear icon and select Setup.

Step 2. Enter Notes Settings in the Quick Find bar and select the highlighted result.

Step 3. Check Enable Notes and select Save when done.

Enable Notes

Step 4. Configure notes according to the Salesforce documentation.

How useful was this post?

Click on a star to rate it!

Average rating 0 / 5. Vote count: 0

No votes so far! Be the first to rate this post.