Analytics: Note Object Report

Please Note
This feature is available to our "Pro" tier level firms. If you are interested in upgrading to "Pro" please contact support!

In this article, you will learn more about the Note Object Report under the new feature Analytics. You can find the Note Activity across Objects here. This includes Candidates, Deals, People, and Projects.

To access and use your Note Activity reports page,  check out this step by step article.

In this specific report, you will be able to get an overview of the following note object categories:

  • Candidacy Note
  • Deal Note
  • Person Note
  • Project Note

RELATED ARTICLES:

View Aggregated Notes

How do I add files to Notes?

Why can't my Client see the notes I made?

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