Note Report

Why does the report for notes have to include embedded HTML tags?  This makes the report almost un-usuable as a review report for less savy readers.

Any report should always allow for linked people and organization to be included in the tables.   

A pretty basic principle for any activity report is, who was the person, and what was the company.  The report allows for one, or neither.

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Comments

7 comments
  • Hi Rico:

    I'm not sure what HTML tags you are referring to, could you provide some additional details on this?

    The Primary Linked Item is included as one of the options in Advanced Reports but I do see how adding additional links could also be helpful.

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  • Lyla,  the note text is littered with "<p class="x_x_MsoPlainText">" and "</p>, my senior management would note see this format as acceptable.  It looks like i'm reading source code, not a report.

    Primary Linked item - this is subjective - it is the first search of the user before they enter a note.  If the user searches "Mike Smith" and selects the one from "ACME" it does not show that the note is entered under ACME in the report..  If we have 75 "Mike Smith" customers, the report is vague.

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  • Hi Rico:

    What format are you exporting your report in (CSV or Excel)? It's possible that the program you are opening the report in is changing the file into a different format such as unicode text. Can you check that program you use is keeping the same format?

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  • Lyla, I am not exporting the report, I'm viewing it online within insightly.

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  • Thanks for clearing that up Rico, sorry for my confusion on whether it was being exported or not.

    I've sent this to our product team, we have had a handful of users see this recently. When we have more information we will update you here.

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  • Thank you Lyla, and if they could add a field option to include "Linked Organization" it would be most helpful.

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  • That's a great suggestion Rico!

    I would recommend you create each one in our Product Feedback topic, so other users can vote and comment on that item :)

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