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Searching Notes

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New Member
Posts: 23
Country: USA
Accepted Solution

Searching Notes

Is there a way to do a search for keywords in notes?


Accepted Solutions
Solution
Accepted by topic author marvinlgregory
‎09-25-2015 03:20 AM
Platinum Elite Contributor
Posts: 6,537
Country: USA

Re: Searching Notes

Go to Lookup >Search on Keywords. Uncheck all the boxes except Notes, choose the type of record to search (specific or All), then type in your search criteria.

Greig Hollister

Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.

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Employee
Posts: 1,163
Country: USA

Re: Searching Notes

What version are you using? If it's 2012, then you can use the universal search function to search the content of notes.

Matthew Wood
Act! SDK Support
Community Moderator
New Member
Posts: 23
Country: USA

Re: Searching Notes

The version I'm using is Pro 2011.

Solution
Accepted by topic author marvinlgregory
‎09-25-2015 03:20 AM
Platinum Elite Contributor
Posts: 6,537
Country: USA

Re: Searching Notes

Go to Lookup >Search on Keywords. Uncheck all the boxes except Notes, choose the type of record to search (specific or All), then type in your search criteria.

Greig Hollister

Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.

New Member
Posts: 23
Country: USA

Re: Searching Notes

Thank you so very much!!