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Bug #4055

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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:
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.


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