Can you please add the ability search any opp/addr Notes
We use the notes extensively and an ability to search them would alleviate having to use the Description text field for Notes.
-
Tim commented
Joseph Hui, any progress on ability to search just one Note or one Contacts notes or just one record's (Company or Individual) or Opp or Cust Serve Cases notes instead of the entire Database?
-
Tim commented
Thanks Joseph but No. The Notes Search does not have the option of 'This Record' or 'This Note' which would solve the problem. The existing (standard Maximizer) search brings up a whole bunch of records matching the criteria which have to be checked through by the user.
-
Tim commented
Joseph, unless I am missing something Search > Notes searches ALL notes. It needs a switch/option to choose 'All Notes' or 'This Note/Record'. I usually know which record I just want to save time tabbing through all the notes. I think you will find this is the same for most user Notepad searches.
-
Acknowledged.
-
Tim commented
Joseph,
Usually I know which record to find a note but can't JUST search notes for that record. It does not seem possible to search notes without getting results from all records. This is slow and unnecessary. -
Doesn't the "Search > Notes..." feature handle what you wanted?
Joseph