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Search for notes added for a customer

Jobin Johny avatar
Written by Jobin Johny
Updated over 10 months ago

How to search notes added for a customer.

To locate a customer's notes, please follow the steps below:

  1. Access the side navigation bar and select "Customers" from customers.

  2. Choose the specific customer you are searching for notes from.

  3. Locate the "Notes" tab and select it.

  4. At the top right corner of the window, click on the search bar.

  5. Enter the name of the note you are looking for, then hit enter.

The search results will be displayed on your screen.

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