Filter Notes in the Notes Following Tab

Updated 2 years ago by Celina Kwan

You can filter the notes that are displayed in the Notes following tab by date or by type.

  1. In the Notes following tab, click the filter icon.

  1. Use the Show notes for drop-down menu to specify the date range for notes displayed in the list.
You can select a number of predefined date ranges, including Last 30 Days and Last 12 Months, or you can select Custom to select specific dates for the filter.
  1. Select Check All to display all notes for the current Address Book entry, including notes belonging to the Company/Individual and all associated Contacts.

  • If this option is unchecked, only notes belonging to the current entry are displayed.
This option is available only in the Address Book and Hotlist pages.

OR

Select the notes you would like to see.

  1. Click OK to apply the filter.


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