The Notes control in CRM 2013 is now specialized to display Notes, Activities, and Posts in one control to preserve real estate on the form. I have encountered instances where customers would like to resize the Social Pane area that contains the Notes control (highlighted in yellow below). The size of the Social Pane section is dictated by the Notes control in that section which is usually already on the form.
Typically, you can set the Number of Rows the control consumes on the Formatting tab of the Properties dialog. In the screenshot below, you see that the area below “Layout” is blank and that is where you typically see the “Row Layout” section which allows you to set the number of rows value.
To solve this issue, one needs to remove the existing Notes control from the form and add the Notes control back to the form and that option will appear.
First select the Social Pane control and the border of it will turn blue (highlighted in yellow below). Note that the form may automatically scroll so you will only see the blue outlined box.
Now click the “Remove” button in the ribbon and the Notes control will be removed from the form.
Now make sure that same Social Pane section is selected (outlined in blue) and click the “Insert” tab in the ribbon. Both are highlighted below.
With the Social Pane section selected, double click the “Notes” control in the controls area of the Insert tab in the ribbon.
This will now add the Notes control to that section. We are close to being done but there is still some clean up to do as you will notice the label is on the left (see below). We also need to set the size of the control which is why we started on this journey!
Click the Home tab in the ribbon (see below).
With the new Notes control selected (outlined in blue), click the “Change Properties” button in the ribbon.
The properties dialog will appear as seen below. Uncheck the box next to “Display label on the form” to hide the label for the control. You can also set the default tab that gets displayed.
NOTE: If you wish to keep the label of the control displayed but move it above the control, that setting is determined by the section the control resides in. You would need to select the Social Pane section and choose properties and change the setting of where to display the labels of the controls.
Now click the “Formatting” tab and you will see that you can now change the number of rows the control consumes on the form.
Be sure to “Save” the form and “Publish” the form. Now you are all set.
Please be aware that while you can set the “Number of rows” value to to low single digits, such as 4 or 5, this will have an adverse effect on your users. Using too few rows causes the buttons on the Notes and Activities forms to not be readily visible and you need to scroll to see them. That can confuse your users. If you are only showing Notes with this control, I have found that 8 is the lowest number you can use and still see the Attach and Done buttons for notes. If you are using Activities as well, I have found that 13 is the lowest number where you can still see the OK and Cancel buttons.