@pmkohler Patrick, did you ever get this working? I would take a report or a Customer dashboard view for credit reference purposes-Acumatica offers no...

@anne-r-trockman That worked-thank you very much!

Like @victoria-johnson, while seeing that a note exists could be useful I mainly want to include the notes in a GI used in a dashboard widget or even ...

Came across this thread while attempting to add Notes from the upper right corner of the Projects screen to my GI. It appears I have done as instructe...