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I want to view the recent log notes of all leads in a single-page view may be form view.

Where I should be able to check the latest log note of all leads together.

Please help me with this problem.

Thank you

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Best Answer

Hi,

you could show all related notes on specific model by following this steps (tree view)

1. activate developer mode and navigate to Technical ->messages


2. filter based on "Related Document Model" is equal to crm.lead



3. add exisiting field "Body" content into tree view:


4. you can group by specific date



Hope this will help.

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