Adding Notes & Attachments section to Email Message layout

 

 

When viewing an Email Message in Salesforce.com, you should be able to see a section for Notes & Attachments, in which Attachments are available.  If the section is not visible, follow these steps to add it to the page layout.

1. Login to Salesforce.com

2. Navigate to Setup > App Setup/Build > Create > Objects  and click on label for Email Message.

Add Delete to EM Global Search layout nav setup to EM

3. Hover over quicklink at top for Page Layout(s) and click Edit next to the correct layout for the edition of Salesforce.com used.

Add Notes & Attach EM Page Layouts Edit

4. Click Related Lists option and then click and drag the Notes & Attachments down onto the page.  The green line will guide placement in Related List area and must be showing when you release the mouse button.Add Notes & Attach Rel List click drag down

 

4. As will be indicated, this related list is not customizable.  Simply click Save.

Add Notes & Attach Save

5. Click OK to confirm change to Email Message page layout.

 

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