Searching by Note Log Entries

1. Go to any option that requires a search (i.e. Communicate >> Send Email; People >> Search, etc.) 

2. Module and Status, and Communication: select status(es) and option(s) to include 

3. Click the [Add Search Criteria] button 

4. Search Type: Select “Note Log Entries” from the dropdown list 

5. Select the desired Match Type: 
   • Does not have any note log entries 
   • Has at least one note log entry 
   • Has a note log entry that contains (Enter the desired text to include in your search) 
   • Does not have note log entries that contain (Enter the desired text to include in your search) 

6. Optional: Enter a date to search for Note Log Entries made On or After or On or Before a specific date. If you enter a date for both, you can search for emails sent within a date range.  
   • You can either search by entering exact dates or by using dynamic dates  

7. Click the [Add] button to add additional options to your search, or click the [Add and Go] button to run your search