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
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  • 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.

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  • 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!

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