I believe this should be done through the Reports - have you tried it?
Meeting Minutes from Notes and Email
I am using Clarizen to report on progress on Action Items and Tasks in the Notes and email section. As we take notes directly into Clarizen during a meeting, is there anyway to pull the most recent or a date range of notes (and/or emails) taken from a particular project
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I have tried doing it in the reports section but could not find any "Recent Notes" or "Recent Email" Type of component. I searched on 'Notes' and 'Emails' and could only get the Number of Notes and not actual details out of this.
Mods, If this is in the wrong section please feel free to move.
Did a bit more research on this and there is an Community thread that explains to get the last note it requires some customisation and I should be looking at the advanced Q&A forum.
There is an issue where the Notes field would need to be included in a text field that would truncate the message to 2000 characters (this would work for my needs). If anyone has a different perspective or idea I would still love to hear it.
You can do it with customization, but reporting system now supports it as well. You can run a report on Tasks (or Work Items) and pull in Emails or Posts as related data. You can then add the <Emails>.Created On field and sort so that the most recent emails will appear towards the top. The same can be done with posts as well.