These Notes Options will be present in several areas, e.g: Contact Record, Opportunity Record, My Day.

These options require an API Connection to work.

 

Add Line Breaks to the Notes – If the Notes contain line breaks, it will be shown in the table, making it easier to read.

KB - Infusionsoft - CRM - Contact Record - General Tab - Notes Line Breaks

 

Show Updated Column – Shows the Updated column, which is on by default.

infusionsoft-contact-record-notes-new-columns

Show Time in Updated Column – Shows the Timestamp alongside the Date.

 

Show Assigned User Column – Shows the Assigned User column, which is on by default.

infusionsoft-contact-record-notes-new-columns-2

Show Created Date Column – Adds another column showing the date the note was created.  Note, the Date Format is depend on what is set in the Infusionsoft Account.

KB - Infusionsoft - CRM - Contact Record - General Tab - Notes Date Created

 

Show Time in Created Column – Shows the Timestamp alongside the Date.

 

Show Type Column – Adds a Type column showing the type of note, e.g.: Call, Email, etc.

emc_notes_options_type_column

 

Show Full Details – Shows the entire note content in the table.

KB - Infusionsoft - CRM - Contact Record - General Tab - Notes Full

 

 

Number of Notes to Show – Allows you to adjust the number of Notes that appear in the table.  You can show from 10 to 1000 Notes.  In the View All Notes popup, the number of notes defaults to All Notes.

Note, please be aware that the more notes that are shown, the longer it will take to appear in the table as each table row has to be created.

Render Notes in Table – This option may not always be present in all Notes sections.  This option will allow you to change how the Notes are rendered in the Table.  You can specify between Infusionsoft Default, HTML, or Text with the HTML Filtered out.

xtendin_contact_record_notes_rendering