SAP Knowledge Base Article - Public

2672474 - Notes Field Missing on Leads Header

Symptom

You are looking for the field "Notes" inside the Leads header and you are not able to find it.

Environment

SAP Cloud for Customer

Reproducing the Issue

  1. Go to the Sales work center.
  2. Click on Leads.
  3. Open the Lead XYZ (XYZ represents the name of the Lead).
  4. Try to add the field Notes in the header.
  5. Result: the field is not available

Cause

If you have activated the Leads note history in Business Configuration, the field is not available.

Resolution

You can change the access by performing the following steps:

  1. Go to Business Configuration work center.
  2. Click on Implementation Projects.
  3. Edit your current project.
  4. Go to the Questions step.
  5. Drop down the Sales section.
  6. Drop down the New Business section.
  7. Drop down the Lead Management section.
  8. Select Leads.
  9. Search for the name "Lead Notes History".
  10. Disable these checkboxes.
  11. Click on Next.
  12. In the Review step click on Finish.
  13. After performing the following above steps, you should be able to add the field Notes in the header.

At the very end a decision must be taken:

  • If you wish to have single notes and see the Notes section under 'Overview', you need to descope the Notes history (using the above steps). by performing this action, you should be able to add Leads in the "Overview" section.
  • IF you wish to have the facet "Notes" than you should use the Leads history functionality (above steps) however, this will not make the leads appears in the overview section

You can also have both however, to achieve such behavior you need to copy the entire "Notes" pane from "Notes" facet to "Overview" via KUT adaptation mode. the copy pane feature is also supported in C4C.

Obs:Please take into consideration that adding KUT field to achieve both scenarios simultaneously , it may impact the performance.

See Also

[Enter your See Also here...]

Keywords

Leads ; Leads History ; Header , KBA , LOD-CRM-LM , Lead Management , How To

Product

SAP Cloud for Customer 1805 ; SAP Cloud for Customer 1808 ; SAP Cloud for Customer 1811