export task notes
We have a custom Task report we use for activity around Opportunities. It works well EXCEPT there is no field for task notes. (If you are in the process of adding one - and I hope you are - the following idea is moot).
It would be helpful to be able to export from the Tasks field. Specifically, completed tasks, in order to get the notes in a spreadsheet that we can merge with our activity reports.
I'm not sure if there is a notes field in All My Tasks, but it would be helpful to have one and also be able to export this data for the same reason as above. Essentially, we just want to be able to include task notes in our custom reports.
Pam Dawkins
shared this idea
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Jesika Ellis
commented
I second this! We are just now beginning to think about reporting from Opportunities, and while I can create a *mostly* usable Custom Report for Tasks, there is NO NOTES column? There is not.
If the Opp Tasks have a Note functionality at completion, is that Note not part of the Task itself, and couldn't/shouldn't it be shown for export? We could really use this!