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JPPar
Participant

Agreggate Recent Notes List

SOLVE

Is this on the pipeline for development? 

 

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Agreggate Recent Notes List

SOLVE

Hi @JPPar,

 

This has been for a while:

  1. In the HubSpot menu (left sidebar), click CRM > Contacts
  2. In the top left corner, click on the blue Contacts to open the dropdown
  3. Select Notes from the dropdown and you'll end up on the notes index page

 

karstenkoehler_0-1750163413731.png

 

On this page, you can add columns, sort by note create date, save filtered views etc.

 

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

Agreggate Recent Notes List

SOLVE

Hi @JPPar,

 

This has been for a while:

  1. In the HubSpot menu (left sidebar), click CRM > Contacts
  2. In the top left corner, click on the blue Contacts to open the dropdown
  3. Select Notes from the dropdown and you'll end up on the notes index page

 

karstenkoehler_0-1750163413731.png

 

On this page, you can add columns, sort by note create date, save filtered views etc.

 

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.

0 Upvotes