Project

General

Profile

Actions
Copy link

Bug #4055

open
BV PP

The Notes tab displays all lead activities instead of showing only notes.

Bug #4055: The Notes tab displays all lead activities instead of showing only notes.

Added by balamurugan V 22 days ago. Updated 4 days ago.

Status:
Re-open
Priority:
High
Assignee:
parkavan p
Start date:
Due date:
% Done:

0%

Estimated time:

Description

Steps to Reproduce:

Login to the CRM.
Open any Lead.
Add a note to the lead.
Perform other activities such as:
Assign the lead to a new owner.
Schedule a meeting.
Change the lead owner.
Update the lead status.
Navigate to the Notes tab.

Actual Result:
The Notes tab displays all lead activities, including:

New Lead Assigned
Meeting Scheduled
Lead Owner Changed
Lead Status Changed
Other activity logs

Expected Result:
The Notes tab should display only user-created notes. Other system-generated activities (lead assignment, meeting scheduling, owner changes, status changes, etc.) should be displayed in the Activity or Timeline section, not in the Notes tab.


Welcome@123

Files

Download all files
WhatsApp Image 2026-08-01 at 12.46.29 PM.jpeg (81.1 KB) WhatsApp Image 2026-08-01 at 12.46.29 PM.jpeg balamurugan V, 08/01/2026 01:00 PM
WhatsApp Image 2026-08-01 at 12.56.56 PM.jpeg (94.3 KB) WhatsApp Image 2026-08-01 at 12.56.56 PM.jpeg balamurugan V, 08/01/2026 01:00 PM

SR Updated by satheesh r 22 days ago Actions
Copy link
 #1

  • Status changed from New to Resolved

in this notes ssection all notes came

BV Updated by balamurugan V 22 days ago Actions
Copy link
 #2

  • Status changed from Resolved to Re-open

CA Updated by Calsoft Admin 10 days ago Actions
Copy link
 #3

  • Assignee changed from satheesh r to parkavan p

PP Updated by parkavan p 5 days ago Actions
Copy link
 #4

  • Status changed from Re-open to Resolved

BV Updated by balamurugan V 4 days ago Actions
Copy link
 #5

  • Status changed from Resolved to Re-open

All activites displaying in notes tab

Actions
Copy link

Also available in: PDF Atom