Is it possible to add a note to a report?

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    hilakeville
    Asked on July 21, 2015 at 03:21 PM

    I would like to be able to add notes to a report which is HTML based. Let's say it was a sales lead and my Sales person can go into it after they have contacted the potential client and add more notes. 

     

    Is this possible?

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    Ben
    Answered on July 21, 2015 at 05:21 PM

    Unfortunately none of our reports offer such feature, but what you could do is to have a hidden page on your form, or the hidden set of fields that allows your sales person to go to the actual form with the users data (editing submission) and update these new fields.

    This would allow you to add various notes and would actually show in all reports.

    Do let us know if you have any further questions in regards to this and we would be happy to assist.