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Notes Views and Dashboards


We've set our sales teams up with using advanced queries on timeline Notes. It would be really great if we could actually work with the Notes views somewhere, especially within Dashboards. It's very limited to only be able to query and view that data through Advanced Find.

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3 Comments

Category: Reporting and Dashboards (91)

STATUS DETAILS
Needs Votes

Enable add all option in advanced lookup table


In the advanced lookup, when sharing a view or views with a group of users using a custom user view, there isn't an add all option. Instead you have to select each user or use shift to select batches. It would be great to be able to select all records in the list in order to bulk share views l...

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Category: Reporting and Dashboards (91)

STATUS DETAILS
New