General Notes Report
We're trying to create a report that gives notes from any module (Accounts, Deals, Contacts). I was able to create one before the report editor changed to the current version. But now I don't see how I can do this.
I can run a report on with the primary module "Notes" which will get every note. But then you can't tell who the note is associate with. I can't list the account name, contact name or deal name along with the note content.
Does anybody know of a way to create a single report that shows all notes and the name of who they're associated with? If not, I'll have to setup Zoho Analytics, which I can do, but it seems like overkill. The CRM should be able to produce such a report.
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For instructions on setting up these controls, please check this help document: Configuring accessibility controls. Hello everyone, Today (December 3, 2024), on the International Day of Persons with Disabilities, we begin our journey towards a CRM thatAct on your customers' voices in Zoho CRM
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