Hello,
For some of our users, they have found it easier to enter in conversation or call notes within module 'Notes' versus logging a call. I am putting together reports that display all of the activity from the current week. This will need to include all activity types and Notes.
When working in the 'Report' module, you cannot add in a Parent or Related field for Notes. However, if I went into Setup > Data Admin > Export to export the notes, it will display all of our recorded notes and a 'Parent' column.
Is there any way to implement this same column/field into Reports? I know we can change our thinking around it and ask users to always use the call module, but would prefer to capture all information regardless.
Thank you,
Trevor