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Notes Object Visiblity

in Sales 8 comments

Summary:

We have Opportunity, Lead, and Activity objects in our Oracle Fusion Sales environment.

When a user adds notes in any of these objects, the expectation is that the same notes should be visible under the respective Contact's Notes section. However, we are currently unable to display these notes in the Contact's Notes screen.

How can we achieve this functionality?
If it’s not possible to achieve this directly, are there any alternative approaches or best practices to meet this requirement?

We would appreciate your guidance and suggestions.

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