How to search notes added for a customer.
To locate a customer's document, please follow the steps below:
Access the side navigation bar and select "Customers" from Customer section.
Choose the specific customer you are searching for document from.
Scroll down the window & locate the "Documents" tab and select it.
At the top right corner of the window, click on the search icon button.
A search bar will appear. Enter the name of the document you are looking for, then hit enter.
The search results will be displayed on your screen.