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Allow Custom List Views for Notes Object Tab
Lists & Actions
Allow users to create custom list views on the Notes tab. With Lightning, able to pin Notes as tab on nav board, but can't do much with it. Limited to "Recently Viewed", "My Notes", and "Notes Shared With Me" as list view choices. Since you can now relate a note to multiple other records and share with people, it makes sense that you should be able to organize your notes with all of those variables. The Notes object is evolving but we don't get to leverage typical Salesforce object functionality in order to take advantage of it.
Also posted as a question, "
Creating list views for Notes Object in Salesforce Lightning Console".
I have the same need so posted as Idea.
- 5 days ago
- 17 days ago
- 25 days ago
Henry Michael Salazar
- 3 months ago
- 7 months ago
- 9 months ago
- 10 months ago
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San Francisco, CA 94105
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