Finding Notes for an Account, Contact, or Opportunity
The Find Activity window lets you locate notes about an account, contact, or opportunity.
1. Select the Activity tab.
2. Choose Find on the toolbar.
The Find Activity window appears.
3. Select Note from the list of values in the Activity Type field.
4. Enter search criteria in any of the following regions or fields:
Account: This region lets you search for the company name, company number, and account code.
Contact: This region lets you search for the contact name and number.
Opportunity: This region lets you search for the lead number and main interest.
Due Date: This field lets you search by entering a start date and an end date range.
Attention: The following fields are only enabled for To Dos.
Assigned To: This field lets you search for the person assigned to the To Dos. Enter the employee's name in this field.
Status: This field indicates whether this activity type is opened or closed.
Priority: This field indicates the priority of the activity. The value is numeric, for example, 1, 2, 3, etc.
You can change any of the displayed search criteria. For example, if you navigated from an account window and you want to view notes for a specific contact in the account, you can enter the contact's name or number in the Contact region.
Attention: You cannot search by source alone. The Find Activity window expects you to enter information in the Account, Contact, Opportunity, or Status fields, in addition to a source.
1. With a Contact or Opportunity window active, select the Activity tab.
2. Choose Find on the toolbar.
The Find Activity window appears and is pre-filled with context information about the contact or opportunity you are currently working with.
3. Choose Find in the Find Activity window.
The Notes window opens displaying all notes for the current contact or opportunity.
To find notes for an account, contact, or opportunity: