How can I find all of the Call Notes that I have made?

SOLVE
moore71
Participant

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.

0 Upvotes
1 Accepted solution

Accepted Solutions
webdew
Solution
Guide | Diamond Partner

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.

View solution in original post

1 Reply 1
webdew
Solution
Guide | Diamond Partner

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.

View solution in original post