01-18-2013 07:29 AM
Hi There,
I am building a query to combine several clients into one group. I want to have all the notes combined in this field. These are the notes in the main field of the account, and the additional notes that are made and are under History. Does anybody has an idea which query this is?
Thanks a lot,
Coen
01-18-2013 08:23 AM
01-21-2013 02:38 AM
Thanks Mike,
I found the notes people make in their activities, but now the notes that are made in the main screen of the Account. Where the most important notes can be filled in. Do you know where I can find these in the query builder?
thanks
01-21-2013 02:40 AM
01-21-2013 02:45 AM
Hi Mike,
thanks for your quick reply. I just tried the BusinessDecription, but does not seems to be the right one. If a create a new account, there is in that screen a Notes box. This notes box I want to have in My query. I found the notes field already if you make individual notes as an activity, but not this main box in the account screen. The main notes box can also be found in the contacts field directly. I want to have that in another query as well, so we have an overview of the main qualitative information for each account.
Thanks
Coen
01-21-2013 02:49 AM
01-21-2013 02:52 AM