notes report

Greetings.

Often I have follow up meetings with clients and prospects. Notes from prior meetings are of great interest as I prepare for the latest meeting. Is there a report which can print notes from meetings from a certain contact for a certain period ? I would think filters could help zero in on exactly what I need but how do I create this type report?

Many thanks.

Jack

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0 Tony Romano over 2 years ago

Do you need to print all these notes? If you do a simple report will do this.

I'd suggest just view the main Contact screen and click the preview icon in the meetings subpanel to see notes and more in the sidepanel.
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0 Jack Mann over 2 years ago in reply to Tony Romano

Hello Tony and thanks for the message. I can easily get to where you suggest but how to I then print all the notes ? That is the report I'm trying to create. I'm new to Sugar and certainly to Sugar reports but how/where do I go for help in creating the filters I need? Filters, for me, would include notes for those records in Sugar that are assigned to me, then a way to select a specific contact and perhaps a date range so I only get the dates I need. Thanks again for your help. Jack
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0 Jack Mann over 2 years ago in reply to Tony Romano

Hello Tony and thanks for the message. I can easily get to where you suggest but how to I then print all the notes ? That is the report I'm trying to create. I'm new to Sugar and certainly to Sugar reports but how/where do I go for help in creating the filters I need? Filters, for me, would include notes for those records in Sugar that are assigned to me, then a way to select a specific contact and perhaps a date range so I only get the dates I need. Thanks again for your help. Jack
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