Lists, Lead Scoring & Workflows

geekateegeek
Miembro

How to view all recent notes

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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?

1 Soluciones aceptada
roisinkirby
Solución
Equipo de producto de HubSpot
Equipo de producto de HubSpot

How to view all recent notes

resolver

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

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10 Respuestas 10
AndreasB03
Participante

How to view all recent notes

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Has anyone solved this yet? Would also need an aggregated view of all the notes.

 

Use case: we use notes to store the most important info about demo and intro calls. Would love to do a qualitative analysis of those notes, but would have to go one by one right now.

TBuchman
Participante

How to view all recent notes

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agreed, i feel like there has to be a way for me to access all of my recent notes at once.

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sachinr
Colaborador

How to view all recent notes

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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.

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mgonera
Miembro

How to view all recent notes

resolver

Thanks @sachinr ! I will give it a try!

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roisinkirby
Solución
Equipo de producto de HubSpot
Equipo de producto de HubSpot

How to view all recent notes

resolver

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

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MFryhover
Miembro

How to view all recent notes

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Has this been fixed? I feel like there has got to be a way now. 

mgonera
Miembro

How to view all recent notes

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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:

 

Screenshot 2018-10-10 at 17.05.02.png

jennysowyrda
Administrador de la comunidad
Administrador de la comunidad

How to view all recent notes

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Hi @mgonera,

 

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

 

Thanks,
Jenny

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mgonera
Miembro

How to view all recent notes

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

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jennysowyrda
Administrador de la comunidad
Administrador de la comunidad

How to view all recent notes

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Hey @mgonera,

 

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

 

Thanks,
Jenny

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