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Show internal or client notes in Dashboard

Adrián Flores 4 years ago in Home Portal • updated by Piroska Ténai 4 years ago • 4

Is it possible to show the client or internal notes (see image below) from a project (Smart) as a column in the dashboard? I think have marked ALL the "Notes" checkboxes in the column tree, but none of them show these notes.

Thanks

Adrián Flores 4 years ago

+1
Piroska Ténai 4 years ago

Hi,

You can find "Internal Notes" as "Internal Special Instructions". If you tick that in your view, you'll see the Internal Notes on the Dashboard. Regarding Client Notes I have no info.

I hope I could help. :)

+1
Adrián Flores 4 years ago

You did!

Thanks so much, Piroska.

Piroska Ténai 4 years ago

You're welcome. :)

In the meantime I've found the Client Notes as well:

It is "Special Instructions from Client".

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