Edit the lightweight CRM template

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1

I want to make some changes to the lightweight CRM template Lightweight CRM - Grist. In the contacts table, To-DO items column, I want to merge To-Do types notes and another type of notes. For example, phone.
i tried this formula;
items = Interactions.lookupRecords(Contact=$id, Type=“To-Do” And “Phone”)
return “\n”.join(items.Notes)
it doesn’t work. any idea how can this be done?

2

You could define items as a sum of lists instead of a recordset. In practice:

items = \
  Interactions.lookupRecords(Contact=$id, Type="To-Do").Notes \
  + Interactions.lookupRecords(Contact=$id, Type="Phone").Notes
return "\n".join(items)
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