Oct 1, 2021 1:10 PM
How can I create a view of the Call Notes that I have made? I can create one, but it only seems to have calls for which a recording was made.
Solved! Go to Solution.
Oct 4, 2021 10:01 AM
Hi @moore71 ,
This is currently not possible in hubspot. I would request you to upvote this idea here https://community.hubspot.com/t5/HubSpot-Ideas/Filter-Contacts-Based-on-Notes/idi-p/200849 so that it can be update ASAP
There’s a workaround already available in the hubspot community. I am sharing this, if it can be helpful for you
https://community.hubspot.com/t5/CRM/how-to-see-recent-notes-in-contacts-list-view/td-p/323361
Hope this helps!
If we were able to answer your query, kindly help the community by marking it as a solution.
Thanks and Regards.
Oct 4, 2021 10:01 AM
Hi @moore71 ,
This is currently not possible in hubspot. I would request you to upvote this idea here https://community.hubspot.com/t5/HubSpot-Ideas/Filter-Contacts-Based-on-Notes/idi-p/200849 so that it can be update ASAP
There’s a workaround already available in the hubspot community. I am sharing this, if it can be helpful for you
https://community.hubspot.com/t5/CRM/how-to-see-recent-notes-in-contacts-list-view/td-p/323361
Hope this helps!
If we were able to answer your query, kindly help the community by marking it as a solution.
Thanks and Regards.