Contact Sharing – Manual Notes Not Visible Across Users

Contact Sharing – Manual Notes Not Visible Across Users

Issue:

Manually added contact notes are not visible to other users even when Contact Sharing is enabled. Only call-related notes are shared.

Customer Expectation:

Customers expect all contact notes (manual + call notes) to be visible to the entire team when Contact Sharing is turned on.

Impact:

Causes confusion and leads customers to believe Contact Sharing is not working correctly.