Vital CRM
How to Filter Notes by Creator?

Click on "Created by" to expand the menu. In addition to the existing options "Created by Me" and "Everyone," a "Custom" button has been added. Clicking on it allows filtering based on accounts/groups. You can filter by name, and it supports multiple selections. After making your selections, click "Filter" to apply the filter.


If you need to clear the current selections, you can use the "Clear All" button.

https://faq.vitalyun.com/EN/CRM#5528