Create an Audit Trail Report For Notes
The Note Feature in the customer profile screen is used often to document any issues, concerns or special requests. As a Manager / Owner, I would like to see when new notes are created so I can be made aware. It would be great to have an Operations Report that I can select a date range and any notes created in a customer profile can be viewed. Customer name, phone number, date of the note, employee who entered and the note itself would be the information desired.
![](https://secure.gravatar.com/avatar/d934394dc0421bfd82cfd9823e6c71dc?size=40&default=https%3A%2F%2Fassets.uvcdn.com%2Fpkg%2Fadmin%2Ficons%2Fuser_70-6bcf9e08938533adb9bac95c3e487cb2a6d4a32f890ca6fdc82e3072e0ea0368.png)
Thanks for the suggestion! I can definitely see how a report on this data would be helpful. We’ll add it to the wish list!
-Duessa & Thr!ve Team