Enhance your control over your notes with a robustly upgraded experience across Opportunities & Contacts. Notice an improved search, expansive filters and a more streamlined view, which render the task of locating and managing your notes a breeze!
What’s New?
✅ Filters & Sorting – Find the notes you’re looking for in no time with our advanced filtering options and the added sorting feature by Date Created.
✅ Search Notes – Use the new search functionality to locate specific notes instantaneously.
✅ Additional Contact Notes – Gain complete visibility by viewing notes linked to related contacts within an opportunity.
✅ Cleaner & More Organized View – Notes under both Contacts and Opportunities can now be read and managed with utter ease, ensuring a seamless experience.
How to Use?
1️⃣ Access Notes: Navigate your way to the Notes tab under Contacts or Opportunities.
2️⃣ Search Notes: Utilize the search bar to locate relevant notes swiftly.
3️⃣ Sort & Filter: Take advantage of the sorting and filtering options to tailor your notes view according to your preferences.
4️⃣ View Additional Contact Notes: Within Opportunities, apply filters to view notes linked to related contacts.