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Please make feature available to print or show online report of all notes made. Notes are NB record and indicate what action is needed. Like to view in 1 place - update/edit from there.

2 Replies
Top Advisor

@PNS I am confused. I use notes as general information and task as a to do.  Are you doing something else? Can you explain? I'm always open to try something new.



Occasional Contributor

I think they mean  a report that shows actvity history , notes or  email related to  contact or company or deal