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DealerTeam

Enable Notes for the Utility Bar

In the Lightning Experience, Notes must be enabled before it is viewable on the Utility Bar. Learn how to enable Notes for the Utility Bar.

Goal

After reading this article you will be able to:

  • Navigate to Notes
  • Enable Notes

 

Step One -  Navigate to the Utilities App..... Activate the Utilities for the Utility Bar

  1. Click the Setup icon
  2. Click Setup

 

Add Utilities to the Utility Bar, click setup.png

 

3. Enter Notes in the Quick Find box

4. Click Notes Settings

 

Enable Notes, Enter notes in quickfind 2.png

 

Step Two - Enable Notes

1. Click Enable Notes checkbox

2. Click Save

 

Enable Notes, click Enable Notes.png

What's Next

This is what was achieved and what was omitted in this how-to.