Settings and activity
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21 votes
Hi All,
Curious if you can share what page specifically you are referring to. Is it the actually follow up view?
Best
sammie
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21 votes
As an FYI...the current task report in Custom Reporting is actually Opportunity Tasks (not tasks). This will connect some of the fields you are requesting, but it does not include notes.
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It would be helpful, as well, to have it on the organization summary page - the due date and submission date. I know it gets long, but it would be helpful at a glance to know what one organization has coming due as we are asked, especially when there are staffing changes at that organization.