Creating Saved Searches for User Notes
You can define search criteria that let you filter your search results by user notes entered on entity, transaction or custom records.
To create a saved search for user notes:
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Go to Lists > Search > Saved Searches > New, and select a record type for the search.
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On the Criteria subtab, select User Notes Fields... in the Filter field.
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In the popup window, select the user note field you want to filter your results by.
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Select the criteria based on the field you selected.
The criteria appears in the Description field.
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Click Add.
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Click Preview or Save & Run to view your search results.
For information about permissions, see Permissions for Searches.
For information about user notes, see Entering Communication Information to a Transaction.