Timeline Notes on the Activity View

  • Timeline Notes on the Activity View

    Posted by Chris Warren on March 22, 2024 at 6:45 pm

    Just wondering if there is a way to view “Notes” on the timeline as an activity under the Activities view.

    Salespeople like to enter timeline notes, but it’s hard for management to see them unless they navigate to the contact or account. Is there any way to make these appear on the Activities view?

    Chris Warren replied 1 month, 4 weeks ago 2 Members · 2 Replies
  • 2 Replies
  • Jim Corriveau

    Member
    March 23, 2024 at 2:38 pm
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    Chris,

    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,

    Jim

  • Chris Warren

    Member
    March 24, 2024 at 6:59 pm
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    Oh, that’s a great idea regarding the view. I’m not sure why I didn’t think of that first. Thanks for the feedback, @JimC !

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