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User Notes, last date not showing
Hi all
I hope everyone had nice weekends.
I have a Transaction Report showing accumulated sales, quotes and invoices over the month for specific sales reps and their customer accounts.
I want to show the date of the last note on the Customer Account.
I have tried 3 fields, Message, User Notes and Activity.
Message always displays the data but User Notes and Activity are blank.
Is there an obvious reason this might be?
Screenshot of Criteria and Results below:
Results
Criteria
The result
Thanks in advance for your help
KR
Oliver
0