Two new import options—Import Account Notes and Import Site Notes—have been added to the Database module. These import options are visible only to authorized users. To support this feature, two new permissions have also been introduced. Review the roles best suited for these permissions and update their status to 'Authorized' to grant access to users in those roles. Additional documentation on importing Account or Site Notes is available in the article linked at the bottom of this release note.
New Permissions to Review:
- 470 - Import Account Notes
- 471 - Import Site Notes
Pathway: Database > Import Account Notes; Import Site Notes | Setup > System > Role
Article Link: Import Account or Site Notes