Notes ownership How to change when the organization changes record ownership

Frequently accounts/ organizations change ownership in our company.  I understand how to change record owner but how do I change note ownership when the organization changes hands?  I need the new rep who is now working with the organization to be able to review notes as well.




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  • Hello William,

    Notes do not have the ability to be marked with a "Record Owner". Notes will only show who created the Note. Is the new rep not able to view Notes related to a specific Organization in your Insightly Account? Please provide screenshots, for example, to help clarify. 

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