How to view all recent notesSOLVE
1 Accepted solution
Oct 10, 2018 11:05 AM
I have the same question. I would like to display all of my notes, no matter the account/contact I created it for. I tried to do that with custom report but best I can get is just distribution of note/meeting types and their amounts. When I'm trying to use note Details field, I'm getting only an error:
Oct 11, 2018 6:30 PM
Oct 12, 2018 9:02 AM
Nov 21, 2019 1:21 AM - edited Nov 21, 2019 1:39 PM
I wanted to mention that Notejoy, a collaborative notes app, integrates deeply with HubSpot, allowing you to create, view, and collaboratively edit notes directly from HubSpot contact, company, and deal records.
The nice thing is that Notejoy also offers you an interface to see all the notes you've created in one place within Notejoy, helping you to get the exact view you are looking for.
In addition, you'll get the opportunity to create lots of rich formatting in your notes and even add rich media like images, uploaded documents, and much more.
You can check out the integration here.