Ability to filter Notes report for additional clients after creating first report
We can create Notes report and filter it; but to repeat the process for additional clients, we have to go back to square one (Notes/Reports/Filter).
Allow us the ability to save the first pdf report and then go back to "Filter" and change those parameters without the software freezing up.
The suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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Matthew McLane commented
Add a feature set that allows filtering of several contacts, (not just one contact) for notes reporting. This is separate form the standard notes report. You can filter that one, but you can not filter the Notes Report that is generated from a list of contacts. (This generates a pdf file which is of course unalterable.) I've posted this before, but I don't think I was clear enough. Hopefully this clears it up.