Allow the "sticky note" content/field to be pulled into reports

A field designed to flag the record with important info should be able to be pulled into reports we've built and use regularly to manage our constituents.

  • P C
  • Nov 10 2021
  • Completed
Reports/Queries
  • Attach files
      Drop here to upload
    • Admin
      Kimberly Hammer commented
      February 13, 2023 15:58

      We released an update this weekend that allows you to report on Sticky Note Types. To learn more, please check out our 7.76.0 New Features Guide.

      Attachments Open full size
    • LuAnn Arena commented
      June 03, 2022 15:34

      Definitely would be helpful to see the content of the note in a report - or at the very least what type of note; general, important etc. Otherwise all you get is a report with accounts that have a sticky note - but no other meaningful information. Thanks!

      Attachments Open full size

    Related ideas