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Last Public/Private note


Hi all,

Just wondering if there is a way to include private notes onto a filter? Or if you quote on a public note the last comment it doesn’t show on the export i have pulled. Only shows the last comment i put on and doesn’t include the comment i quoted.


There’s not currently a way to display private notes in the filter grid. Only public notes. Having a latest private note column is something we’ll consider for a future release though.


Thanks for getting back to me Ian.

Is there a way or is there planned to be a way so that we can edit notes made?


No, we don’t allow editing of notes as it messes up the history. If you emailed a customer a reply editing the note in the database doesn’t change what was actually sent to them. You could if you really must edit in the database directly though.