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Seach function for client notes
Posted: 16 Apr 2015 01:57 PM |
| We would really like to have the ability to search client notes for keywords. If we cant remember a clients name but we can remember that she was valedictorian of her high school we could search notes for that. |
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 Amyc
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| Joined: 11 Apr 2011 |
| Total Posts: 252 |
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Re: Seach function for client notes
Posted: 16 Apr 2015 02:05 PM |
Hi ccpcbanquet,
This is a good example of what you'd want to find in the notes section. I can log this feedback for you, but a suggestion for use as the software stands today would be to put the word "valedictorian" in the keywords section of the file. This is a good field for anything that is an identifier for you all. That way you can actually search by that word or term.
Kind Regards,
Amy |
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