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Increased search capabilities including searching notes



  • Official comment
    Kristen Gray

    Thank you for taking the time to share your global search needs with us! We appreciate the time you took to provide this valuable context about your searching needs, and we can't wait to hear from other customers who share your excitement about this feature request.

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    Jeff Pedersen

    I AGREE  need to be able to search the notes. I would lkie to search for a stock number and go back and see how many people I talked to about this unit , and go back and visit with them again. 

  • Avatar
    Seth Wilson

    Agree. I put critical info about a company and person in their descriptions. But the search tool does not at all look over descriptions. It only looks at the names of Leads, Companies, and Peoples. 

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