Note fields are available in the following locations in Nexus:
Opportunity records
Person records
Email signatures
Tasks
Q. Which html text editor is used in Nexus?
A. Nexus is using the Froala html editor
Q. What is the maximum size note allowed in Nexus?
A. The size is measured in html characters. For a general note in an Opportunity, Person or Company record, the maximum size is 256,000 characters. For an Email note it is 64,000 characters.
Q. What happens if I exceed the html character count in a note?
A. A notification is displayed under the note field stating "Alert: Email size exceeds limit. Reduce the test or images, to try again". Your changes will not be saved.
Note: If the center page divider has moved significantly to the right hand side the alert error may not be visible.
Q. How can I view the html code for a note?
A. Use the text editor menu. Code View is available under the last menu item.
Q. If I delete a note in error, can it be restored?
A. Yes you can access the Recycle Bin in the Admin App and restore notes.
Q. Can I copy and paste into a note?
A. Yes but it's important to note that when you copy and paste from other html applications such as Outlook you will also be pasting in a large amount of unnessasary html code. You may hit the maximum character count because of this.
Q. Can I copy and paste Excel tables into a note?
A. Copy and paste of tables from MS Word and MS Excel is not currently supported. We recommend using the note built in editor to add tables.
Q. The images in the email I have forwarded into an opportunity note are not displayed?
A. This indicates that Nexus either cannot read the image html location or does not have access to that location. Similar to images in your html email signature the images require accessible urls. These can be viewed in the html itself.
If the image is important, please add into the attachments of the note.
Q. Can I transfer, clone or reassign my opportunity notes from one opportunity record to another opportunity record?
A. No, there's currently no feature in the CRM to transfer, clone or reassign opportunity notes from one opportunity record to another opportunity record. Potential work arounds where this is required:
Use the Merge button and select the Loan Notes document. You can then upload this merged document containing a record of the notes into the other opportunity attachments.
Add a note in the other opportunity record referencing that the notes are available in current opportunity record.