Most Recent Note column in Reports
At present, reports can include Most Recent Invoice, Estimate, etc. Can you please most recent Note as a column? It would help to create a report that we can see most recent note in activity.
This would be great, thanks for submitting this idea!
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Ken Chapman commented
This would be incredible for checking open projects at the start of the day
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Glenn Christensen commented
Agreed. We use a work order report to track the work ahead of us. Any communication with the customer regarding scheduling would be better/easier to track by adding a note to the work order that could show on the report (we have it on the dashboard). Only current option is to add it as an internal note to the work order itself which is an additional step and ends up on the printed work order
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Nic Gillan commented
We need an active dash board. Please make this quick
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Michael Riley commented
Yes we need this!
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Brandi Riley commented
@jobnimbus can we just add the activity option to the contact report?? Can’t imagine it would be a hard fix.
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Brandi Riley commented
I also would really love to see this in the next release! I need it for my teams so badly!!!!!!!!