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 Author Thread: Seach function for client notes
ccpcbanquet is not online. Last active: 4/26/2016 3:56:59 PM ccpcbanquet
Joined: 05 Mar 2014
Total Posts: 19
 
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.
Amyc is not online. Last active: 7/14/2015 3:00:07 PM Amyc
Top 25 Poster
Joined: 11 Apr 2011
Total Posts: 252
 
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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