Question

Do you have a dinner collection report where I can enter call notes and follow up directly in the report? I'd rather not export to excel because then it won't be live data.

Answer 1

Why not work directly in the accounts?

Comments

How do I only pull up this campaign? and where would I be able to enter notes so that I can pull a campaign report of anyone with balance due and their notes?

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You would need to call support to request that such a report be added to your list