Hola! ¡Tenemos nuestra Comunidad en Español!

Notes for deals/contacts/companies not available in table view

Is there no way to view deal notes in table view? If not, how can I easily get a quick overview of all the deals and the most current notes for them? Even the "preview" button does not show most recent notes related to the deal. Do I really have to go and look into each individual deal to see the latest note for each deal? I actively have to review over 300 deals and there is not any easy way to quickly view the most recent notes for that deal without clicking on each deal. The same applies to contacts and companies.  There needs to be a way to add the most recent notes to the table view columns. 

1 Reply
Yazz
Esteemed Contributor

This would be amazing! I need this so badly, I review notes with my Sales Team and this would quickly show the latest notes in table view and save us so much time!