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:
- Click People & Households on the Navigation bar/menu.
- Click on Search notes.
- Click the Add criteria button and select the items to filter for your search.
- 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.