Searching for a Note

Infoodle allows you to search for notes relating to People or Organisations using a couple of different methods. The method you choose will depend on whether you want to view the notes in order to edit a persons profile or export/print them.

To quickly search for a note:

  1. Click People & Households on the Navigation bar/menu.
  2. Click on Search notes.
  3. Click the Add criteria button and select the items to filter for your search.
  4. Click the Generate button. The data will now appear below. The person and contact details, with the note on the right. One line per person.If you click on a line you can edit the persons profile and not lose your list.

Easy as that!

Note: A similar but alternative method is to generate a report based on notes. To do this click here.