Notes

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Notes
Name: Notes
Tech Name: Notes
Class Name: Note
Type: Standard
Template: Security_groups, Assignable
Custom Module: No
Auditable: No
Importable: No
Reportable: Yes
Hide module on Main Page: No

Short Description

Screens


Business Description

Missing User input


Custom Actions

Processes

Related Processes

Related Process Steps

Related Features

Affected by

Initiating

Related Integrations


Structure

Fields


Name Type Required Validations Visible Editable
Assigned to relate No Yes Yes
Attachment file No Yes Yes
Contact relate No Yes Yes
Created By relate No Yes No
Date Created datetime No Yes No
Date Modified datetime No Yes No
Display in Portal? bool Yes Yes Yes
Email Address varchar No Yes Yes
Embed in email? bool No Yes Yes
File URL function No Yes Yes
Mime Type varchar No Yes Yes
Modified By relate No Yes No
Note text No Yes Yes
Parent Type parent type No Yes Yes
Phone phone No Yes Yes
Related To parent No Yes Yes
Subject name Yes Yes Yes

Relationships

LaftTypeRightShort DescriptionRelationship
Callsone-to-manyNotesFlex relate used in CallRelationship: Calls - Notes
Candidatesone-to-manyNotesFlex relate used in CandidateRelationship: Candidates - Notes
Candidaturesone-to-manyNotesFlex relate used in CandidatureRelationship: Candidatures - Notes
Emailsone-to-manyNotesOne Email record can have many related Note records, but a specific Note record can be related to only one Email record.Relationship: Emails - Notes
Ideasone-to-manyNotesFlex relate used in IdeaRelationship: Ideas - Notes
Meetingsone-to-manyNotesFlex relate used in MeetingRelationship: Meetings - Notes
Projectone-to-manyNotesFlex relate used in ProjectRelationship: Project - Notes
Project Tasksone-to-manyNotesFlex relate used in Project TaskRelationship: ProjectTask - Notes
Recruitmentsone-to-manyNotesFlex relate used in RecruitmentRelationship: Recruitments - Notes
Tasksone-to-manyNotesOne Task record can have many related Note records, but a specific Note record can be related to only one Task record.Relationship: Tasks - Notes
Usersone-to-manyNotesSpecific Sugar user can be assigned to many account records, but specific account record can only have one user assigned.Relationship: Users - Notes
Usersone-to-manyNotesSpecific Sugar user can modify many account records, but specific account record last modification was performed by specific user.Relationship: Users - Notes
Usersone-to-manyNotesSpecific Sugar user can create many account records, but specific account record can be created by only one user.Relationship: Users - Notes

Mentioned in other articles


Dev Notes