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  • Re: Matter report to include Notes

    Jennifer, no way to change the Note view in the Matter with related records report. If you only need a few fields from the Matter, you can Field Link then into the User Area of the Note Form and run you report from the Notes List. You could have a custom Powerview designed. The Clipboard for Matters...
    Posted to Time Matters by Richard Marx on Fri, Apr 27 2012