Search Notes
T
Tanner Leichleiter
Is there a way you can search all history of Notes / call notes / regular notes and Text and email because there should be.
Shelby Parker
Thanks for posting this, Tanner Leichleiter — totally hear you, being able to search across all that history would be a big workflow win. To make sure we’re scoping it the right way, can you share: which items you’d want included in the search (Notes, call notes, SMS/text threads, emails) and if there’s anything you’d
exclude
; what you’re mainly trying to accomplish (finding a keyword, pulling up a past customer conversation, etc.); and where you’d expect to run the search (within a single customer/lead record, across all records, or both)?