Create a page similar to Made Activities for Notes so you can view all your Notes you created in either an Opportunity or a Lead for a specific month.
Marciano Vasquez
| How often would this idea be used? | Daily |
| How much time would you save when the idea is implemented? | It would save hours of work |
| How many people at your company would benefit from this idea? | Everyone |
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What problem is your idea trying to solve?
I feel my idea will save the user time and the amount of steps (clicks) it takes in finding information that may help them identify a lead or opportunity they entered Notes into without having to click on multiple Opps/Leads then on Notes to see what information is listed in each one. |
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Do you mean all of your notes on any opportunity? Or all the notes on a single opportunity? The latter is possible today.