Searching by Note Log Entries

  1. Go to any option that requires a search (i.e. Communicate >> Send Email; People >> Search, etc.) 
  1. Module and Status, Communication and Group Filters select status(es) and option(s) to include 
  1. Click the [Add Search Criteria] button 
  1. Search Type: Select “Note Log Entries” from the dropdown list 
  1. 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) 
  1. 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
  1. Click the [Add] button to add additional options to your search, or click the [Add and Go] button to run your search 
Updated on March 30, 2021

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