Shelby Parker Thanks for responding! I’m referring to the Reports section, where we can see all the calls everyone made or how many leads they received on a specific day.

What we’d really like is the ability to view every note that was created on a selected date. This would make it much easier to keep track of follow-ups for specific customers. It would also help in situations where another agent adds a note but doesn’t tag us, so we can still see those updates without missing important information.

Totally hear you, Brianna Vassell — thanks for calling this out. To make sure we’re solving the right thing, can I ask a couple quick clarifiers: where are you expecting to view “all notes” (inside an individual customer/lead record, or in a single place across the whole account/dealership, or within a specific area like tasks/communications)? And when you say “notes we created,” do you mean just your own notes, your entire team/store’s notes, or both (ideally with filters)? Lastly, what’s the main reason you need them all in one view—finding past context fast, auditing activity, reporting, coaching, etc.?