Notes Field Missing or Not Visible in Dialer

If you’re using RingDNA and don’t see a section to jot down call notes, the Notes field (also known as the Description field) may not be visible or accessible by your User.

Common Causes

This issue typically occurs due to field visibility settings or permissions in Revenue.io or Salesforce:

• Field visibility restrictions: The Notes field may not be enabled for your specific user profile or role in Revenue.io
• Profile permissions: Your Salesforce user profile may not have the necessary permissions to view or edit the Description/Notes field

Troubleshooting Steps

Before You Begin

You’ll need administrator access to your account’s Revenue.io Admin Console to complete these steps. If you don’t have admin privileges, contact your system administrator or IT team for assistance.

Step-by-Step Resolution

1. Log into the Admin Console and navigate to the Integration page
2. Navigate to Integration → Salesforce → Fields
3. Scroll down the page until you find the Task section
4. Click on the caret-up icon (^) next to Task to expand and show all available fields
5. Look for the field labeled “Description” in the expanded list
6. Click the three dots (•••) next to the Description field, then select Edit
7. In the edit dialog, Ensure the View and Edit box for each Profile is enabled. This makes the field visible to your users in Revenue.io
8. Save Changes: Click Save to apply the new settings
9. Refresh Your Interface: Go back to the Communication Hub and reload the page (press F5 or Ctrl+R)

Resolution Strategies

If the Steps Above Don’t Work

Try these additional approaches:

• Clear your browser cache: Sometimes cached data can prevent interface changes from appearing immediately
• Check multiple profiles: If you have multiple user profiles, ensure the View box is checked for all relevant profiles
• Log out and back in: A fresh login session can help ensure you’re seeing the most current configuration

Need Help?

If you’re still experiencing issues with the missing Notes field after following these steps:

• Contact your system administrator: They may need to review broader permission settings or user role configurations
• Review your Salesforce field permissions: The issue might originate from Salesforce field-level security settings
• Submit a support ticket: Include screenshots of your current interface and the steps you’ve already tried