Dashboards & Reporting

PJe
Member

how to display call notes in dashboard/contact list view

SOLVE

hi everyone, how do I display "call notes" on my list view of contacts? I see I can choose "notes" and it can display as a column in my dashboard/list view of contacts but I can't seem to find "call notes" specifically the text under a logged call (when you log a call you can add text to a note, i just want to show this in the list view so I can easily see the note)

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

how to display call notes in dashboard/contact list view

SOLVE

Hi @PJe,

 

It's unfortunately not possible to display call notes on the contact / company / deal index pages. You could request this from the product team by submitting a post in the HubSpot Ideas section of the community: https://community.hubspot.com/t5/HubSpot-Ideas/idb-p/HubSpot_Ideas

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

how to display call notes in dashboard/contact list view

SOLVE

Hi @PJe,

 

It's unfortunately not possible to display call notes on the contact / company / deal index pages. You could request this from the product team by submitting a post in the HubSpot Ideas section of the community: https://community.hubspot.com/t5/HubSpot-Ideas/idb-p/HubSpot_Ideas

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

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PJe
Member

how to display call notes in dashboard/contact list view

SOLVE

ah i see okay thank you

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