Release Date: March 9, 2024
Previously, accessing numerous notes within an account or contact was difficult, but now, Account360 and Contact360 feature a dedicated search bar, streamlining the process of locating specific notes swiftly and efficiently.
Use Case: Account 360 and Contact 360 feature a dedicated search bar, ensuring quick and effortless access to essential notes.
To View the Enhancement:
Within Account360:
- Navigate to the Accounts module.
- Select any account name to access its Account360 page.
- As shown below, click the Notes tab to view the dedicated search option.
- Click the Search icon and enter a keyword to search for notes.
- All matching notes are displayed in a single view with a scroll bar, allowing you to easily review notes containing the searched term.
Note: You also have the option to edit, archive, refresh, pin, and add comments to the note.Â
Note: To search notes in Contacts, follow the same steps described above for the Accounts module.Â
Note: While searching for a particular note within Contact 360/Account 360, if any notes contain the searched term, the results should display all the relevant notes at once.
