Creating Saved Searches for Messages on Records

You can define search criteria that let you filter your search messages entered on entity records.

To create a saved search for messages:

  1. Go to Reports > Saved Searches > All Saved Searches > New and select the type of record you want to search.

  2. Enter a descriptive search title.

  3. On the Criteria subtab, select Message Fields..., Messages From Fields..., or Messages To Fields... in the Filter field.

  4. In the popup window, select the user note field you want to filter your results by.

  5. Select the criteria based on the field you selected.

    The criteria appears in the Description field.

  6. Click Add.

  7. Click Preview or Save & Run to view your search results.

Related Topics

Searching System Notes
Creating Saved Searches for System Notes
Creating Saved Searches for User Notes

General Notices