Dawn Ponce - 6 months ago
We also need to be able to report on Notes associated with a standard or custom object. What type of work around are other users doing? We too may need to remove our Notes and create a custom object. It is a total miss that Salesforce
does not provide this functionality!!!
Lisa Grey - 6 months ago
We are going to have to REMOVE notes from our instance because of the lack of ability to pull them in a report with it's associated object information AND the inability to export or download the note. When decisions are made and captured in Notes, we need the ability to archive them outside of salesforce and it's inconceivable that when a user relates a note to an object, that you cannot pull a standard report showing that association.
Andres Benzaquen - 7 months ago
How is this not a thing yet?
I am trying to do some reporting off attachment and/or notes to find a specific number, and since our salesforce is very customized, being able to report off of notes and/or attachments would be EXTREMELY helpful. I don't understand why it isn't implemnted yet...