Notes - Setting up and Using the CRM Notes Widget

  1. Start by dragging a TPC Form Layout into the body of your page. Then, drag a CRM Form Configuration widget into the TPC Form Layout. For this example the Form Configuration widget will be configured to use the contact entity.
  2. Click and drag a CRM Notes widget in the body of your form and click on the edit button to display the properties prompt. For this example, full CRUD (Create, Read, Update, and Delete) functionality of the Notes widget will be enabled, including the ability to upload and download attachments.

  3. The Appearance tab will be left as is.

  4. The Validation tab will also be left as is.

  5. On the page, you should be able to add, update, and delete any notes attached to a particular record.