Expose the Customer Record's User Notes History on Phone Call Form

1. Navigate to Customization > Forms > Subtabs.
2. CRM > Type in User Notes.
3. Click on Save.
4. Lists > Search > Saved Searches > New.
5. Click on User Note.
6. Available Filters > Filter=Internal ID (Number)> Click on Add.
7. Enter a Search Title > Set to Public and Available as Sublist View.
8. Click on Save & Run.
9. Customization > Forms > Sublists.
10. Select CRM:

• Search = Select the newly created User Note Search
• Label = User Notes
• Tab = User Notes
• Call = Yes
• Field = Company

11. Click on Save.
12. To test, navigate to Activities > Scheduling > Phone Calls > New.
13. Under Related Records, select a Company. Once done, select the User Notes subtab and notice that the User Notes for that Customer/Company is now showing.