0 Replies Latest reply: Sep 25, 2013 5:51 AM by Sanderton10 RSS

    Reporting on the Activity Tab - Live Feeds, Notes, Tasks etc

    Sanderton10 Community Member

      I would really like to be able to report on the customer information within the 'Activity' Tab in the CRM.  In particular I make notes on who I speak to and what they said and I want to be able to report on this information so I can access it quickly by customer type/lead type.

       

      Does anyone have any idea how this can be done.  I understand it is not something available at the moment but can anyone suggest how I can make this happen. 

       

      I would also love to be able to see more information in the 'Notes' section under the Activity tab - is there any way the information I enter can be seen across the page (it only allows a few words and then it cuts off - you can only see the full note if you click on it, but this takes too much time as I want to be able to see it at a glance.)

       

      Can anyone help?

       

      thanks!

       

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