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 Contact List; Accounts; Client 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 like to display.
- Select the date range and note types.