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03-01-2023, 10:04 AM #1
- Join Date
- Dec 2015
- Location
- Costa Mesa
- Posts
- 233
@Jonathan and @MichaelP if you and your team are categorizing your notes via note types, it makes it quite easy to filter on note types to find the note you want. Note types are also customizable in the admin tab under settings. So if you have a custom note type called "Renewal Notes" then you can filter and display only those notes with that note type. This should make it much easier to search for notes.
Cheers,
Trey Markel
tmarkel@centrexsoftware.com
(888) 622-5810
www.centrexsofware.com
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