Wondering if anyone has setup a custom report that allows for client notes to be displayed.
I’d like to add comments about the client site (eg plugins needing licenses renewed).
I’ve added a custom token to the site and it shows up correctly in the site editing panel.
But it’s a plain text field. Ideally I would like a rich text field (with a wysiwg editor) and have it reset after the report has been sent.
Is this possible, even just the rich text field editing?