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Has anyone seen a way to run reports on the enhanced notes feature?  (Would like a report similar to running a report on "Opportunities with activities" but only Opportunities with Notes.)  All I have found currently is a filtered/view on the Files tab....

6 Kommentare
  1. 22. Aug. 2017, 16:52
    Agreed. We are actually using Activities as "notes" for our reps because we can report on those. We do not put these in as "To Do" and then "Complete" them - they are always put in after the fact as completed. (that's our process) Notes would be really cool to replace this for us. We love that you can attach a note to more than one Opp, for example. However, without the reporting feature, we will not be able to use it.
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