Hi, just curious if there is a way to view recent notes when viewing accounts in a custom view.
I know you can choose any of the fields you wish to view, but it doesn't seem like you can view notes, recent notes, or any notes for that matter.
If you have a list of 100 accounts and the view shows account name, address, etc you have to click on each account manually and scroll to the bottom to see the description in the notes of any recent activity.
It's a very slow process that would be made much easier by simply being able to add the notes to any custom view in Zoho.
I think I can do this in reports using 'related modules'. But I don't see how to do this when creating custom views. Thanks in advance for the help!
Aaron