notes report filter
Please add the ability to also filter the type of activity. We can filter the category (review, acct notes, general, etc) but not specific activities. I would like to have a report where I can see the notes that may relate to the review category but only want notes for the appointment activity and not see notes for phone calls and others. I can run an activity report but the only notes that show there are anything entered in the description box, not any notes that have been attached.
6
votes
Chuck Vercellone
shared this idea
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!