Notes search by date
I have tried entering a date only in the search criteria so as to be able to skip ahead directly to that date without waiting for pages to load and load. But not dates can be pulled up. Could you add this as a search filter please? It would be so helpful. And yes I did write the date in just as you have them listed DD/MM/YEAR
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
I would like to see a Date Range Note Search field line for start date and end date.
When we migrated, all our notes from 1998 and newer came over. It takes 12 minutes to scroll the 40 or so pages needed to get back to the 1998 notes. what a waste of time.
Rick McCallister commented
It would be super helpful to have a way to drop to bottom of the contacts note page - meaning all the way down to the very first note every created. Sometimes we need see notes from when a client first came on board. It is tedious to try to scroll down as a new page of notes loads page by page, unsure of how long its going to take to get to the very first note. For a client of 25 years, that can be quite a ways down the list of notes. (using a notes report is a clumsy way to get this information. Would like it on the notes page)