Thanks for the reply Cristall. Indeed, I would like to show all Notes on the Timeline of an Account. Including Notes from related Contacts, Leads, Opportunities etc.
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Luke Dunnett
LD
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Original Message:
Sent: Mar 03, 2022 09:45 AM
From: Cristall Amurao
Subject: Display all notes on Account
Hi Luke,
Did you mean timeline notes?
You can try and use Power BI. Power BI report can also be embedded in apps with auto filter using javascript.
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Thanks,
Cristall Amurao
Solutions Architect
ON, Canada
Original Message:
Sent: Mar 02, 2022 03:09 AM
From: Luke Dunnett
Subject: Display all notes on Account
We have a business requirement to; display all Notes from associated Leads, Opportunities or Contacts to an Account. Any solution for this?
Thanks in advance.
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Luke Dunnett
LD
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