You can search for entries that have notes matching search criteria you specify.
- In a main page; select Search Notes.
- Specify your search criteria.
- To search for entries with notes that contain a specific word or phrase; type the word or phrase in the Text search field.
You can select the Perform search using Full-Text Indexing checkbox option to perform full-text search. This option provides faster; and often more accurate; results.
- To search for entries with notes created by a specific user; select the user's name from the Creator drop-down list.
- To search for entries with notes that are accessible by a specific user or security group; select the name of the user or group from the Full Access drop-down list.
- To search for entries with notes that were created within a specific date range; enter the date range in the From and Until fields. Or select Search all dates.
- To search for entries with notes of a specific type; select the type(s) to search for in the Type of Note section.
- To search for a specific type of Contact List entry; select the type(s) to search for in the Find Matching section.
- To search for Contact List entries that are not leads; entries that are leads; all entries; or your own leads; select the applicable option in the Options section.
- To search for an Account or a case with a specific status; select the status in the Find Matching area.
- In the Modify current entries list section; select one of the options.
- Add search results to list displays the entries that match your search criteria; without removing any currently displayed entries from the list.
- Narrow list searches only selected entries (or all currently displayed entries if none are selected); and removes any entries that do not match your search criteria.
- Replace list with search results removes all entries currently displayed in the list and replaces them with entries that match your search criteria.
- Click OK to run the search.