Filter for Organization Notes

Klaas Riach
Klaas Riach Member Posts: 11 VERIFIED MEMBER
Second Anniversary First Comment Photogenic
edited May 19 in Sales CRM #1

It would be helpful to place filters with "organization - notes - contains" to avoid creating endless custom fields for reporting/tracking.
 

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  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,648 VERIFIED MEMBER
    Fifth Anniversary 1000 Comments 250 Likes 25 Answers
    edited June 2022 #2

    Implementation-wise, would take a lot of time.

    If you don't want to wait, you can create a custom field of type long text and capture all your important notes in this field alone.

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