Enhanced Search and Organization for Notes in Contacts & Opportunities

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.

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