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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1
Atsakyti
3766
Rodiniai
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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