Tracking by customer notes
this is aimed when there is more than 1 user:
Is there a way to log in and see the latest customer activity notes per date?
We are a retail shop, & have many customers in & out.
I'm looking for an easier way to log in and see a timeline who's been in store and what's been enquired about etc
Based on the clients notes which are date stamped
1
vote
mike duff
shared this idea
Hi Mike
It seems like you would like to view the notes entered for contacts. To view notes entered for contacts, you can use the History and Notes report. Simply filter the report by setting the type to Contact and searching for the word "note".
