CRM

PDavis9
Member

static list - note

Can I add a column with a note in a static list view?

0 Upvotes
1 Reply 1
TiphaineCuisset
Community Manager
Community Manager

static list - note

Hi @PDavis9 

 

Thank you for reaching out.

 

There is no direct way to do this, however what I could think of would be to create a custom property where you would add your notes for the contact, and then customize the list columns to add this custom property so you can see it in the list view. 

 

Hope that helps.
Have a lovely day,
Tiphaine.

 


Saviez vous que la Communauté est disponible en français?
Rejoignez les discussions francophones en changeant votre langue dans les paramètres !

Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings !