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Former Member
Jan 22, 2010 at 02:38 PM

Notes History

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Hi All,

I am using CRM 2007 6.0 sp4. Im currently trying to figure out how exactly the Notes History operates in the IC, it seems to be very unstructured where in some cases for a certain account the most recent 4 notes appear and others the most recent 3 notes appear. Also when a note is made in a complaint it overwrites 2 interaction notes in the notes history and sometimes the complaint note does not appear at all. It is very confusing and i cant make sense of it.

Is there any documentation out there that describes the exact functionality of the Notes History function, or is there SAP Notes in relation to this problem??? I cant seem to find any.

Thanks for your time.

Jonathan