If you are using Salesforce Lightning Experience and want to view notes added during a call, add the ContactWorld CallNotesViewer Lightning Component to the page layout of tasks.
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To add the CallNotesViewer Lightning Component, perform the following steps:
- Open a task in Salesforce.
- Click the cog icon at the top right and click Edit Page. The task's layout appears.
- Locate the LogACall component in the list of components on the left side of the webpage, and drag the component to the required location on the layout.
- Click Save. Salesforce might prompt you to activate the page. For information about activating the page, see Salesforce help.
- Click Back. The record refreshes. If you activated the page, the LogACall component appears in the location you chose in the record. Depending on your activation settings, the LogACall component appears on all records of the same type in your org or records of the same type in a specific app.