Forum Discussion
jmollitor_1
14 years agoOccasional Contributor
Hi Ken,
You are right, the note is created without allowing you to clear it out before it gets added to the new record. This is working as designed (though not necessarily working as required), but we do have an item in our product backlog to enhance this functionality to give you more control when creating a record based on another. For now, you can go to Notes and manually delete anything you do not want.
Happy New Year!
You are right, the note is created without allowing you to clear it out before it gets added to the new record. This is working as designed (though not necessarily working as required), but we do have an item in our product backlog to enhance this functionality to give you more control when creating a record based on another. For now, you can go to Notes and manually delete anything you do not want.
Happy New Year!
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