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Merged idea

This idea has been merged into another idea. To comment or vote on this idea, please visit LD-I-648 Make the notes section searchable.

Info in Comments/Notes should be searchable Merged

The search tool is great at finding names or e-mails. But it should also be able to instantly search comments/notes.

This helps when we cannot remember a client's name perfectly but we remember details about the conversation such as: Had twin boys or likes rock climbing. We could "Search" the words rock climbing.

I know this info can be tagged, but this is not a good substitute IMHO.

Devon Peiffer
Aug 27 2020

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21 Vote

Search Activities in Contact Merged

We need the ability to search the Activities box for specific information. If we keep notes and keep contact with our clients we need the ability to quickly look up the information in the Activities section. Basic feature missing.

Created 1 Jul 05:57pm by Michael Regilio

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