Qrew LegendCan you give us a example of what a note looks like? Probably a screenshot would be best.
Laurie Anderson
Executive Assistant to
David Ely, CEO
Sonja Berry, COO
Any tax advice contained in this communication (including any attachments) is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties imposed under the Internal Revenue Code or applicable state or local tax law or (ii) promoting, marketing, or recommending to another party any transaction or matter addressed herein. The matters discussed in this e-mail consider general situations that may arise and should not be relied on in any particular situation. You should consult with a professional concerning the unique facts of any specific situation. This publication does not constitute legal, financial, tax, accounting or valuation advice of any sort. It is provided as an informational service only. Please contact a professional adviser if you need specific advice. No liability whatsoever is assumed in connection with the use of this e-mail.
The information contained in the above message including attachments may be privileged and confidential, and for the exclusive use of the intended addressee. If you know that you are not the intended addressee, any disclosure, distribution, other dissemination or use of this communication is strictly prohibited and you should permanently delete this message from your inbox. No employee or agent is authorized to conclude any binding agreement on behalf of EDSS with another party by e-mail without express written confirmation by EDSS. Thank you for your cooperation.
Qrew LegendThere is more than one way to do this.
I Suggest making a formula text field called [Note for Roll up] which contains all the elements of that note that you want to capture, for example the date of the note and the content of the note and the note type.
Turn on the relationship where One Company has many Notes, make a summary maximum field to get the [Record ID of the most recent note] (ie the Maximum of the Record ID# field. Then look that field up down to the note record.
Make a combined summary text field of that [Note for Roll up]. Filter where the [Record ID#] = [Record ID of the most recent note]. That will give you the most recent note on the parent record but it will look kind of funky in a bubble like that so then make a new formula field
ToText([Combined Text for Note for Roll up])
