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Created by Guest
Created on Mar 1, 2019

Option to not show pinned notes in division notepad from child records

When setting pinned notes for a lead or problem, and you have the option to consolidate notes at division level turned on, the note also appears pinned on the division notes.  If we could have an option to not show pinned items from children, then the pinned items at division would pertain to just that division record and not other unnecessary pinned notes.  This would go a long way to mitigate the need for division urgent messages as per v6.  

Perhaps the same could be said for important notes.  They are important for the lead record but not the division record.

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