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!
