I am trying to create a Report that I can have a column that the Project Manager can type notes in. When we run the reports everything works great except sometimes we need to include notes such as "Waiting for Jerry to send new photos" etc. Is there a way to make a column that is editable for this?
OR, I did see the ability to add a column called "Last Condition Note". This sounds like what I want, but I cannot find anywhere to make a note on the condition.
OR, is this best handled by adding a section on a custom form for Project Manager notes. Then is there a way to make a column on the report pull from a custom form field???
I'm trying to dig for answers but this is a hot request from my director so I am hoping someone in here has a solution.
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Hi @MariaRogers , I recommend creating a new custom field and attaching it to a custom form on the project. Then you can bring that custom field into the report, and it will be editable in report.
Just note that saving edit history with this method is limited. Updates should still be posted to the updates section.