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I'm on the webinar right now and you just covered notes.  We've typically used activities so we can report on notes that people take on accounts and contacts. Is there any way to report on the content of a note as it relates to records?

4 Kommentare
  1. 11. Juli 2017, 22:29
    @Steven Siler and @Elna Miller, currently you can only reports on Notes that you created or notes that are directly shared with you. There's no roadmap in terms of allowing an user to report on all notes that are visible to you, even for admins. Sorry about that!
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