Searching for Notes
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Lindsey Rendall
I would love the ability to be able to search notes I have created. Without necessarily putting in the clients name. This way it can auto populate things that match the search created!!
Shelby Parker
Hey Lindsey Rendall, thanks for your feedback! I have a few more questions for you:
- What specific criteria or keywords would you like to use when searching for notes?
- How frequently do you need to search for notes without using the client's name?
- Are there any specific types of notes or information that are more important for you to find quickly?
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Lindsey Rendall
Shelby Parker 1. vehicles I may have put in the notes but not into the system since we didnt have the vehicle of choice.
- I would use this quite frequently for example there are clients names I may not recall but to recall the vehicle of interest. Which I would have put in the notes but dont have a way of searching it
- yes in the notes I tend to put vehicle information and other important notes about the deal etc