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CRM Idea Center
Status Future consideration
Categories Accounts & Contacts
Created by Guest
Created on Nov 13, 2024

Ability to change Default date range for Historical Notes

Would be great if there is an option to set the default beginning date of Historical notes to reflect year-to-date, or 3 or 6 months prior

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  • Guest
    Nov 11, 2025

    PLEASE make this change. "Historical" is NOT the current month. And, having the default to current month, the same as monthly events is redundant and verrrryyyyyy frustrating.