Vital CRM
How to search for notes using keywords in the app?

The app provides a keyword search function for notes, and the searchable conditions include: note creator, note content, commenter, associated events/activities, associated customers, associated opportunities, etc. Users can use keywords to search for notes that meet the above conditions. Please refer to the image below:

The app provides a keyword search function for notes, and the searchable conditions include: note creator, note content, commenter, associated events/activities, associated customers, associated opportunities, etc. Users can use keywords to search for notes that meet the above conditions.
https://faq.vitalyun.com/EN/CRM#5514
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