Power Notes Subject Configuration

The Power Notes Subject Configuration object lets users choose which subject is available either as a selection in the dropdown or the default option when a Power Note is created from the following Locations (the record the Power Note will be created from):

• a supported object
• ATS v2
• Browse

The Power Notes Subject Configuration object has a Master-Detail relationship with Power Notes Subject:

Admin users need to create a separate record for each subject configuration (the combination of Subject and Object/Location). This record determines the subject that will be displayed in the Power Note Subject dropdown during the creation of the Power Note .

Example

An example of what that process might look like is if three Power Notes Subjects are required for Power Notes created from Contact records, the Admin user will need to also create three Power Notes Subject Configuration records.

Also, if the same three subjects are used for Power Notes created from Account records, three more Power Notes Subject Configuration records will also need to be created.

Next Steps

Next you will need to create those Power Notes Subject records.