In the Notes following tab; you can now search for notes. Enter the text into the search field and press the Search button to search for notes in the selected entry.
- In the Address Book; Opportunities; Customer Service cases; or Campaigns module; select an entry.
- In the Notes following tab; click on the the search bar and enter in your search for the entry.
- You can also click the filter icon to filter the entries you would like to display.
- Select the date range and note types.
When you open a note after the search; the text that matches your search string will be highlighted.
- The Show All option means you would like to see all notes for the individual/company the contact is under, but it will only show the information selected in the filters.