Search for Entries by Notes

Updated 1 year ago by Celina Kwan

You can search for entries that have notes matching search criteria you specify.

  1. In a main page, select Search > Notes.
  1. Specify your search criteria.
  • To search for entries with notes that contain a specific word or phrase, type the word or phrase in the Text search field.
You can select the Perform search using Full-Text Indexing checkbox option to perform full-text search. This option provides faster, and often more accurate, results.
  • To search for entries with notes created by a specific user, select the user's name from the Creator drop-down list.
  • To search for entries with notes that are accessible by a specific user or security group, select the name of the user or group from the Full Access drop-down list.
  • To search for entries with notes that were created within a specific date range, enter the date range in the From and Until fields. Or select Search all dates.
  • To search for entries with notes of a specific type, select the type(s) to search for in the Type of Note section.
  • To search for a specific type of Address Book entry, select the type(s) to search for in the Find Matching section.
  • To search for Address Book entries that are not leads, entries that are leads, all entries, or your own leads, select the applicable option in the Options section.
  • To search for an Opportunity or a case with a specific status, select the status in the Find Matching area.
  1. In the Modify current entries list section, select one of the options.

  • Add search results to list displays the entries that match your search criteria, without removing any currently displayed entries from the list.
  • Narrow list searches only selected entries (or all currently displayed entries if none are selected), and removes any entries that do not match your search criteria.
  • Replace list with search results removes all entries currently displayed in the list and replaces them with entries that match your search criteria.
  1. Click OK to run the search.


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