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Account Actions Overview


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  • Terri Beauchamp

    I see that there is a section for Account Notes, but I cannot find a report that you can ask for the notes to be included in the report. So is this field only for notes you want to see when you open the account, but you are unable to print them for different accounts?

  • Becca Drake

    Hi Terri,

    At this time, there is not a report available to pull account notes. Account notes only display in the account. You can submit this as a feature request by following this link:

    Thank you,
    Your Help Center Team


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