Skip to Main Content
Product Suggestions
Categories CRM App
Created by Guest
Created on Dec 12, 2023

Add path to notepad entry on a task when building reports from problems/opportunites

Currently, in the CRM if you build a report on 'Task' you are able to see the notepad entry for that specific task. If you start the report on the problem/opportunity entry, you are not able to get to the notepad details for the task that has been assigned on the record. Adding this would allow admins to easily review what opportunities/problems had tasks assigned to them and what the plan is for these tasks.

  • Attach files