{"id":1763,"date":"2019-09-27T11:49:55","date_gmt":"2019-09-27T11:49:55","guid":{"rendered":"https:\/\/staging.txtbox.in\/docs\/salesforce\/?post_type=lsvr_kba&#038;p=1763"},"modified":"2020-04-24T05:19:39","modified_gmt":"2020-04-24T05:19:39","slug":"edit-profile-to-use-internal-note","status":"publish","type":"lsvr_kba","link":"https:\/\/staging.txtbox.in\/docs\/salesforce\/knowledge-base\/edit-profile-to-use-internal-note\/","title":{"rendered":"Edit Profile To Use Internal Note"},"content":{"rendered":"\n<ol>\n\t<li>Log in to Salesforce and access SMS-Magic Converse.<\/li>\n\t<li>Click the <b>Converse Settings<\/b> tab.<\/li><br><p>\n<img decoding=\"async\" src=\"\/docs\/salesforce\/wp-content\/uploads\/sites\/2\/2019\/08\/reg-n-rem-setng-1.59-9.jpg\"><\/p>\n\t<li>Select the <b>Conversations<\/b> section.<\/li>\n\t<li>Click <b>General Settings<\/b> tab.<\/li><br><p>\n<img decoding=\"async\" src=\"\/docs\/salesforce\/wp-content\/uploads\/sites\/2\/2019\/09\/canned-responses-1.59-1.jpg\"><\/p>\n\t<li>Under <b>Internal Note<\/b>, slide the toggle button to enable the feature.<\/li><br><p>\n<img decoding=\"async\" src=\"\/docs\/salesforce\/wp-content\/uploads\/sites\/2\/2019\/09\/internal-note-1.59-1.jpg\"><\/p>\n\t<li>Click <img decoding=\"async\" src=\"\/docs\/salesforce\/wp-content\/uploads\/sites\/2\/2019\/08\/icon-14.jpg\"> under the <b>Action<\/b> column.<\/li><br><p>\n<img decoding=\"async\" src=\"\/docs\/salesforce\/wp-content\/uploads\/sites\/2\/2019\/09\/profile-internal-note-1.jpg\"><\/p>\n\t<li>Click <b>Edit<\/b>. The <b>Edit Internal Note Setting<\/b> pop-up window appears.<\/li><br><p>\n<img decoding=\"async\" src=\"\/docs\/salesforce\/wp-content\/uploads\/sites\/2\/2019\/09\/edit-profile-internal-note-1.jpg\" style=\"margin-left: auto;margin-right: auto\"><\/p>\n\t<li>Enter 3 characters to search for user or profile in the Users and Profiles field.<\/li>\n\t<li>Select the user or profile.<\/li>\n\t<li>Select <b>Yes<\/b> or <b>No<\/b> in the <b>Do you want to enable Internal Note<\/b> field.<\/li>\n\t<li>Click <b>Save<\/b>.<\/li>\n<\/ol>\n","protected":false},"excerpt":{"rendered":"<p>Log in to Salesforce and access SMS-Magic Converse. Click the Converse Settings tab. Select the Conversations section. Click General Settings tab. Under Internal Note, slide the toggle button to enable the feature. Click under the Action column. Click Edit. The Edit Internal Note Setting pop-up window appears. Enter 3 characters to search for user or [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"lsvr_kba_cat":[],"lsvr_kba_tag":[61,57],"class_list":["post-1763","lsvr_kba","type-lsvr_kba","status-publish","format-standard","hentry","lsvr_kba_tag-configure-converse-settings","lsvr_kba_tag-converse-1-59-admin"],"_links":{"self":[{"href":"https:\/\/staging.txtbox.in\/docs\/salesforce\/wp-json\/wp\/v2\/lsvr_kba\/1763","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/staging.txtbox.in\/docs\/salesforce\/wp-json\/wp\/v2\/lsvr_kba"}],"about":[{"href":"https:\/\/staging.txtbox.in\/docs\/salesforce\/wp-json\/wp\/v2\/types\/lsvr_kba"}],"author":[{"embeddable":true,"href":"https:\/\/staging.txtbox.in\/docs\/salesforce\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/staging.txtbox.in\/docs\/salesforce\/wp-json\/wp\/v2\/comments?post=1763"}],"version-history":[{"count":3,"href":"https:\/\/staging.txtbox.in\/docs\/salesforce\/wp-json\/wp\/v2\/lsvr_kba\/1763\/revisions"}],"predecessor-version":[{"id":2893,"href":"https:\/\/staging.txtbox.in\/docs\/salesforce\/wp-json\/wp\/v2\/lsvr_kba\/1763\/revisions\/2893"}],"wp:attachment":[{"href":"https:\/\/staging.txtbox.in\/docs\/salesforce\/wp-json\/wp\/v2\/media?parent=1763"}],"wp:term":[{"taxonomy":"lsvr_kba_cat","embeddable":true,"href":"https:\/\/staging.txtbox.in\/docs\/salesforce\/wp-json\/wp\/v2\/lsvr_kba_cat?post=1763"},{"taxonomy":"lsvr_kba_tag","embeddable":true,"href":"https:\/\/staging.txtbox.in\/docs\/salesforce\/wp-json\/wp\/v2\/lsvr_kba_tag?post=1763"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}