Report on opportunities showing only the last note added.
Hi
I need to create a report that shows the most recent note added to
each opportunity. This is so management can see what the latest update
is according to the assigned salesperson.
One workaround is to use the status field but this implies added
manual work and mistakes as the salesperson would have to copy the
existing status to a note before adding the latest status... otherwise
the activity history would be lost.
My current workaround is a report on Notes with Opportunities as
the related module. The problem here are:
1) multiple notes display for each opportunity - you can only limit
by, for example, only showing notes from the last 4 weeks.
2) opportunities will not display at all if they either have no
note, or if their last note was created outside the time limit
criteria set in the report (eg > 4 weeks old)
Thanks
James