Reply To: Timeline Notes on the Activity View

  • Jim Corriveau

    March 23, 2024 at 2:38 pm


    If Sales are consistently entering notes against their Contacts and Accounts, you have won! Good for you, and if Management wants to review the Notes, why not just create a view on the Notes entity and put it in some Management dashboard? If you include the Note title and description the Manager would only need to hover over the value in the column and the full title or full description pops up so they don’t even need to go into the Note unless there were attachments.

    You could sort it, most recent first, or filter it by only last 7 days. Add a chart if you want to group it by Sales Person, Account, or Contact.

    Hope this helps,


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