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Filtering notes

Learn how to filter notes from the Notes page on web app.

  • From the Notes page, click the + add filter button to see available filters.
  • There are different field types and the filters options vary for each: Territory, Date, Text, Number, Checkbox, and Drop down.
    • Territory
      • This is a custom filter where you can view your territories and filter notes by the reps who are in that territory and created them.

    • Date

    • Text

    • Number

 

    • Checkbox

    • Drop down

                             

 


  • The following are possible filters for Notes:
    • Territories
    • Note Date
    • Created By
      • Who created the note.
    • Assigned To
      • Who the task is assigned to.
    • Any Narrative
      • If you have multiple text note fields, searching for a keyword here will search all text note fields.
    • Task Start Date
    • Task End Date
    • Task
      • Search the description from the task.
    • Task Assigned To
    • Task Complete
    • Note Type
    • Created Date
    • Company Name
    • Address
    • City
    • State / Province / Region
    • Zip / Postal Code
    • Alternate Address
    • Alternate City
    • Alternate State / Province / Region
    • Alternate Zip / Postal Code
    • Company ID
      • Auto-populated ID field for each company.
    • ID
      • Auto-populated ID field for each note.
    • Miles From Company
      • The distance between the user and the Company when the call note was created.
    • [Company labels]
      • In this example, there is Status and Type. Your company labels will be on your filters list.
    • [Note Fields]
      • In this example, there is Narrative and Informacion General. Your note fields will be on your filters list.
  • Once you've input your desired filters, click Apply Filter. 

  • Any added filters will show up as chips above the table and can be edited by clicking on them or removed by clicking the X on the chip.

  • To customize columns, click the Columns button located above the table on the right.

    • Check or uncheck the boxes to show or hide specific fields in the table.

    • Available columns are:
      • ID
      • Call Date
      • Created Date
      • Created By
      • Assigned To 
      • Type
      • Company
      • Lead Source
      • Address
      • City
      • State / Province / Region
      • ZIP / Postal Code
      • Alternate Address
      • Alternate City
      • Alternate State / Province / Region
      • Alternate ZIP / Postal Code
      • Contacts (Name, Phone, Email, Details)
      • Miles From Company
      • Note
      • Task (Start, End, Assigned To, Complete)
      • Company ID
      • [Note Fields]
    • Drag and drag the columns to reorder them as needed.

    • Click Apply to save your column choices and order.

  • After selecting your filters and columns, you can save the list for easy access whenever you need it.

    • Click Save As...

    • Name the saved list.

    • Access all saved lists by clicking the chevron icon to the right of the list name.