Creating a report
Creating a report
Hello- I am trying to find out if it is possible to add the "notes for this account" section into a report I am creating. I am trying to create a report that I can download into Excel that would include Name, Specialty, Address, etc but would also include any notes I have added. I used to do reports like this with Salesforce but can not figure it out in Zoho. I can attach an example report of one that I am trying to get it to look like if that would help. Any suggestions would be greatly appreciated! Thanks!