Reporting on pinned notes

kgabriel · ‎Sep 23, 2020

Hello,

We would like to be able to report on pinned notes, right now you can only create views off of all "note body" or have a manual step by our sales team to check a box saying they "pinned a note".

Does anyone have any solutions to best create a view/report similar to this:

Column 1 - account name (ex: NBC)
Column 2 - open opp name (ex: Cloud Migration)
Column 3 - open opp amount (ex: $100K)
Column 4 - pinned note

SComeau · ‎Aug 4, 2021

We really need this functionality! Please

TiphaineCuisset · ‎Aug 5, 2021

Hi @SComeau

Thank you for reaching out.

This is not possible at this stage within HubSpot, I'd recommend upvoting this Idea in our Ideas Forum regarding this. You can also give it a comment and subscribe to the idea (Options > Subscribe) to get notified if the status changes.

Thank you!

Best

Tiphaine

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charmcgov · ‎Apr 20, 2021

Would also love the option to report on pinned notes!

alina1205 · ‎Sep 23, 2020

Good afternoon,

At the moment there is no option to report on pinned notes. I can see you have added this as an idea and I have made sure to upvote it.

The only way you could report on this is if you stored the pinned note content in a custom property.

Kind regards,

CRM