How to view all recent notes

[geekateegeek]

I'm looking to view all the notes added to contacts recently. I've tried adding a notes column into the view but there isn't one. How would I go about this?

[roisinkirby · Accepted solution]

Hey @geekateegeek this is not currently possible. Notes can only be viewed on a unique basis on the contact/company record. 

[mgonera]

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:

[jennysowyrda]

Hi @mgonera,

You can't run a report on notes at the moment.

Thanks,
Jenny

[mgonera]

I see. Is maybe such data set available over some API?

[jennysowyrda]

Hey @mgonera,

Yes it is, the engagements API would allow you to export notes. 

Thanks,
Jenny

[sachinr]

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.

[mgonera]

Thanks @sachinr ! I will give it a try!